RTC
Riverview Trust Company’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 | $1.56M | Hold |
2,740
| – | – | 1.94% | 7 |
|
|
2025
Q1 | $1.41M | Hold |
2,740
| – | – | 1.39% | 11 |
|
|
2024
Q4 | $1.48M | Sell |
2,740
-445
| -14% | -$240K | 1.34% | 15 |
|
|
2024
Q3 | $1.68M | Buy |
3,185
+80
| +3% | +$42.2K | 1.47% | 13 |
|
|
2024
Q2 | $1.55M | Sell |
3,105
-26
| -0.8% | -$13K | 1.47% | 13 |
|
|
2024
Q1 | $1.51M | Hold |
3,131
| – | – | 1.16% | 15 |
|
|
2023
Q4 | $1.37M | Sell |
3,131
-887
| -22% | -$387K | 1.39% | 16 |
|
|
2023
Q3 | $1.58M | Hold |
4,018
| – | – | 1.4% | 13 |
|
|
2023
Q2 | $1.64M | Sell |
4,018
-6
| -0.1% | -$2.44K | 1.48% | 12 |
|
|
2023
Q1 | $1.51M | Sell |
4,024
-88
| -2% | -$33.1K | 1.39% | 12 |
|
|
2022
Q4 | $1.45M | Sell |
4,112
-129
| -3% | -$45.3K | 1.37% | 14 |
|
|
2022
Q3 | $1.39M | Sell |
4,241
-1,134
| -21% | -$372K | 1.35% | 11 |
|
|
2022
Q2 | $1.86M | Sell |
5,375
-442
| -8% | -$153K | 1.62% | 12 |
|
|
2022
Q1 | $2.42M | Sell |
5,817
-803
| -12% | -$333K | 1.79% | 8 |
|
|
2021
Q4 | $2.89K | Buy |
6,620
+1,872
| +39% | +$817 | 1.7% | 7 |
|
|
2021
Q3 | $1.87M | Hold |
4,748
| – | – | 1.98% | 13 |
|
|
2021
Q2 | $1.87M | Sell |
4,748
-94
| -2% | -$37K | 1.97% | 13 |
|
|
2021
Q1 | $1.76M | Sell |
4,842
-283
| -6% | -$103K | 1.97% | 12 |
|
|
2020
Q4 | $1.76M | Buy |
5,125
+681
| +15% | +$234K | 1.95% | 12 |
|
|
2020
Q3 | $1.37M | Hold |
4,444
| – | – | 1.57% | 14 |
|
|
2020
Q2 | $1.26M | Hold |
4,444
| – | – | 1.22% | 15 |
|
|
2020
Q1 | $1.05M | Sell |
4,444
-2,277
| -34% | -$539K | 1.01% | 16 |
|
|
2019
Q4 | $1.99M | Sell |
6,721
-313
| -4% | -$92.6K | 1.34% | 15 |
|
|
2019
Q3 | $1.92M | Hold |
7,034
| – | – | 1.34% | 15 |
|
|
2019
Q2 | $1.89M | Hold |
7,034
| – | – | 1.33% | 14 |
|
|
2019
Q1 | $1.83M | Buy |
7,034
+18
| +0.3% | +$4.67K | 1.38% | 13 |
|
|
2018
Q4 | $1.61M | Buy |
+7,016
| New | +$1.61M | 1.26% | 14 |
|