RWMH
Riverpoint Wealth Management Holdings’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Buy |
167,059
+5,422
| +3% | +$1.52M | 11% | 4 |
|
|
2025
Q1 | $41.8M | Buy |
161,637
+4,182
| +3% | +$1.08M | 10.8% | 4 |
|
|
2024
Q4 | $41.6M | Sell |
157,455
-1,474
| -0.9% | -$389K | 10.85% | 2 |
|
|
2024
Q3 | $41.9M | Buy |
158,929
+883
| +0.6% | +$233K | 10.75% | 4 |
|
|
2024
Q2 | $38.3M | Sell |
158,046
-93
| -0.1% | -$22.5K | 10.62% | 4 |
|
|
2024
Q1 | $39.5M | Buy |
158,139
+397
| +0.3% | +$99.2K | 10.99% | 4 |
|
|
2023
Q4 | $36.7M | Buy |
157,742
+1,372
| +0.9% | +$319K | 10.8% | 4 |
|
|
2023
Q3 | $32.6M | Buy |
156,370
+1,394
| +0.9% | +$290K | 10.74% | 4 |
|
|
2023
Q2 | $34.1M | Buy |
154,976
+1,846
| +1% | +$406K | 10.82% | 4 |
|
|
2023
Q1 | $32.3M | Buy |
153,130
+4,684
| +3% | +$988K | 11.15% | 4 |
|
|
2022
Q4 | $30.3M | Buy |
148,446
+1,987
| +1% | +$405K | 11.18% | 4 |
|
|
2022
Q3 | $27.5M | Buy |
146,459
+1,900
| +1% | +$357K | 11.71% | 3 |
|
|
2022
Q2 | $28.5M | Buy |
144,559
+2,145
| +2% | +$423K | 11.46% | 3 |
|
|
2022
Q1 | $33.9M | Buy |
142,414
+6,949
| +5% | +$1.65M | 11.73% | 3 |
|
|
2021
Q4 | $34.5M | Sell |
135,465
-7,334
| -5% | -$1.87M | 11.71% | 2 |
|
|
2021
Q3 | $33.8M | Sell |
142,799
-31,407
| -18% | -$7.44M | 11.87% | 2 |
|
|
2021
Q2 | $41.3M | Buy |
174,206
+1,074
| +0.6% | +$255K | 11.43% | 2 |
|
|
2021
Q1 | $38.3M | Sell |
173,132
-4,404
| -2% | -$975K | 11.58% | 2 |
|
|
2020
Q4 | $36.7M | Sell |
177,536
-17
| -0% | -$3.52K | 11.6% | 2 |
|
|
2020
Q3 | $31.3M | Buy |
177,553
+2,358
| +1% | +$416K | 11.37% | 2 |
|
|
2020
Q2 | $28.7M | Buy |
175,195
+8,039
| +5% | +$1.32M | 11.21% | 2 |
|
|
2020
Q1 | $22M | Sell |
167,156
-18,632
| -10% | -$2.45M | 10.75% | 3 |
|
|
2019
Q4 | $33.1M | Buy |
185,788
+4,938
| +3% | +$880K | 13.14% | 3 |
|
|
2019
Q3 | $30.3M | Buy |
180,850
+1,079
| +0.6% | +$181K | 13.4% | 3 |
|
|
2019
Q2 | $30.1M | Buy |
179,771
+4,225
| +2% | +$706K | 13.7% | 3 |
|
|
2019
Q1 | $28.2M | Buy |
175,546
+17,249
| +11% | +$2.77M | 13.62% | 3 |
|
|
2018
Q4 | $21.9M | Sell |
158,297
-4,882
| -3% | -$675K | 12.14% | 3 |
|
|
2018
Q3 | $26.8M | Buy |
163,179
+10,913
| +7% | +$1.79M | 13.66% | 3 |
|
|
2018
Q2 | $24M | Buy |
152,266
+11,437
| +8% | +$1.8M | 13.34% | 3 |
|
|
2018
Q1 | $21.7M | Buy |
140,829
+6,123
| +5% | +$944K | 13.13% | 3 |
|
|
2017
Q4 | $20.9M | Buy |
134,706
+3,071
| +2% | +$475K | 13.01% | 3 |
|
|
2017
Q3 | $19.5M | Buy |
131,635
+3,000
| +2% | +$444K | 12.81% | 3 |
|
|
2017
Q2 | $18.4M | Buy |
128,635
+3,607
| +3% | +$515K | 12.92% | 3 |
|
|
2017
Q1 | $17.2M | Buy |
125,028
+1,064
| +0.9% | +$147K | 13.05% | 3 |
|
|
2016
Q4 | $16.7M | Buy |
+123,964
| New | +$16.7M | 13.52% | 2 |
|