River Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $2.7M | Sell |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.47M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $944K | Sell |
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|
2020
Q2 | $885K | Buy |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $818K | Buy |
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|
2019
Q3 | $597K | Buy |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $485K | Buy |
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|
2018
Q4 | $424K | Hold |
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|
2018
Q3 | $493K | Sell |
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|
2018
Q2 | $474K | Buy |
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|
2018
Q1 | $455K | Buy |
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