RWMH
Riverpoint Wealth Management Holdings’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
37,230
-72
| -0.2% | -$40.9K | 4.98% | 7 |
|
|
2025
Q1 | $19.2M | Sell |
37,302
-359
| -1% | -$184K | 4.95% | 8 |
|
|
2024
Q4 | $20.3M | Buy |
37,661
+441
| +1% | +$238K | 5.29% | 7 |
|
|
2024
Q3 | $19.6M | Buy |
37,220
+49
| +0.1% | +$25.9K | 5.03% | 7 |
|
|
2024
Q2 | $18.6M | Buy |
37,171
+59
| +0.2% | +$29.5K | 5.16% | 7 |
|
|
2024
Q1 | $17.8M | Buy |
37,112
+284
| +0.8% | +$137K | 4.96% | 7 |
|
|
2023
Q4 | $16.1M | Buy |
36,828
+364
| +1% | +$159K | 4.74% | 7 |
|
|
2023
Q3 | $14.3M | Sell |
36,464
-292
| -0.8% | -$115K | 4.72% | 8 |
|
|
2023
Q2 | $15M | Buy |
36,756
+165
| +0.5% | +$67.2K | 4.75% | 8 |
|
|
2023
Q1 | $13.8M | Buy |
36,591
+969
| +3% | +$364K | 4.75% | 8 |
|
|
2022
Q4 | $12.5M | Buy |
35,622
+330
| +0.9% | +$116K | 4.62% | 8 |
|
|
2022
Q3 | $11.6M | Buy |
35,292
+81
| +0.2% | +$26.6K | 4.93% | 7 |
|
|
2022
Q2 | $12.2M | Buy |
35,211
+199
| +0.6% | +$69K | 4.92% | 8 |
|
|
2022
Q1 | $14.5M | Buy |
35,012
+1,191
| +4% | +$494K | 5.03% | 8 |
|
|
2021
Q4 | $14.8M | Sell |
33,821
-481
| -1% | -$210K | 5.01% | 8 |
|
|
2021
Q3 | $13.5M | Sell |
34,302
-2,740
| -7% | -$1.08M | 4.75% | 7 |
|
|
2021
Q2 | $14.6M | Buy |
37,042
+840
| +2% | +$331K | 4.03% | 7 |
|
|
2021
Q1 | $13.2M | Sell |
36,202
-220
| -0.6% | -$80.1K | 3.99% | 7 |
|
|
2020
Q4 | $12.5M | Sell |
36,422
-2,332
| -6% | -$801K | 3.96% | 7 |
|
|
2020
Q3 | $11.9M | Sell |
38,754
-1,032
| -3% | -$318K | 4.33% | 7 |
|
|
2020
Q2 | $11.3M | Buy |
39,786
+746
| +2% | +$211K | 4.4% | 7 |
|
|
2020
Q1 | $9.25M | Buy |
39,040
+1
| +0% | +$237 | 4.52% | 6 |
|
|
2019
Q4 | $11.5M | Sell |
39,039
-739
| -2% | -$219K | 4.58% | 5 |
|
|
2019
Q3 | $10.8M | Buy |
39,778
+215
| +0.5% | +$58.6K | 4.79% | 5 |
|
|
2019
Q2 | $10.6M | Sell |
39,563
-724
| -2% | -$195K | 4.85% | 5 |
|
|
2019
Q1 | $10.5M | Sell |
40,287
-308
| -0.8% | -$79.9K | 5.04% | 5 |
|
|
2018
Q4 | $9.33M | Buy |
40,595
+22,149
| +120% | +$5.09M | 5.18% | 5 |
|
|
2018
Q3 | $4.93M | Buy |
18,446
+56
| +0.3% | +$15K | 2.51% | 8 |
|
|
2018
Q2 | $4.59M | Buy |
18,390
+672
| +4% | +$168K | 2.55% | 8 |
|
|
2018
Q1 | $4.29M | Buy |
17,718
+46
| +0.3% | +$11.1K | 2.59% | 8 |
|
|
2017
Q4 | $4.33M | Buy |
17,672
+127
| +0.7% | +$31.1K | 2.7% | 8 |
|
|
2017
Q3 | $4.09M | Sell |
17,545
-33
| -0.2% | -$7.7K | 2.69% | 8 |
|
|
2017
Q2 | $3.91M | Buy |
17,578
+2,407
| +16% | +$536K | 2.75% | 9 |
|
|
2017
Q1 | $3.27M | Sell |
15,171
-333
| -2% | -$71.8K | 2.48% | 9 |
|
|
2016
Q4 | $3.23M | Buy |
+15,504
| New | +$3.23M | 2.62% | 9 |
|