RKL Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

RKL Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.77M	Buy	8,391 +295	+4%	+$168K	0.42%	33
2025 Q1	$4.16M	Sell	8,096 -871	-10%	-$448K	0.39%	42
2024 Q4	$4.83M	Buy	8,967 +675	+8%	+$364K	0.43%	38
2024 Q3	$4.38M	Buy	8,292 +126	+2%	+$66.5K	0.4%	37
2024 Q2	$4.08M	Sell	8,166 -196	-2%	-$98K	0.39%	37
2024 Q1	$4.02M	Buy	8,362 +237	+3%	+$114K	0.4%	38
2023 Q4	$3.55M	Sell	8,125 -25	-0.3%	-$10.9K	0.38%	40
2023 Q3	$3.2M	Buy	8,150 +484	+6%	+$190K	0.39%	40
2023 Q2	$3.12M	Buy	7,666 +385	+5%	+$157K	0.37%	41
2023 Q1	$2.74M	Buy	7,281 +9	+0.1%	+$3.38K	0.35%	43
2022 Q4	$2.56M	Buy	7,272 +895	+14%	+$314K	0.34%	47
2022 Q3	$2.09M	Buy	6,377 +10	+0.2%	+$3.28K	0.3%	49
2022 Q2	$2.21M	Buy	6,367 +290	+5%	+$101K	0.3%	49
2022 Q1	$2.52M	Buy	6,077 +622	+11%	+$258K	0.3%	50
2021 Q4	$2.38M	Buy	5,455 +26	+0.5%	+$11.4K	0.28%	51
2021 Q3	$2.14M	Buy	5,429 +86	+2%	+$33.9K	0.27%	51
2021 Q2	$2.1M	Buy	5,343 +14	+0.3%	+$5.51K	0.26%	53
2021 Q1	$1.94M	Sell	5,329 -672	-11%	-$245K	0.26%	53
2020 Q4	$2.06M	Sell	6,001 -111	-2%	-$38.1K	0.29%	50
2020 Q3	$1.88M	Buy	6,112 +22	+0.4%	+$6.77K	0.3%	48
2020 Q2	$1.73M	Buy	6,090 +676	+12%	+$192K	0.3%	49
2020 Q1	$1.28M	Buy	5,414 +27	+0.5%	+$6.39K	0.27%	56
2019 Q4	$1.59M	Buy	5,387 +250	+5%	+$73.9K	0.29%	58
2019 Q3	$1.4M	Sell	5,137 -1,389	-21%	-$379K	0.27%	62
2019 Q2	$1.76M	Sell	6,526 -145	-2%	-$39K	0.32%	52
2019 Q1	$1.73M	Sell	6,671 -1,087	-14%	-$282K	0.34%	50
2018 Q4	$1.78M	Sell	7,758 -30	-0.4%	-$6.89K	0.41%	49
2018 Q3	$2.08M	Sell	7,788 -24	-0.3%	-$6.41K	0.44%	47
2018 Q2	$1.95M	Buy	7,812 +15	+0.2%	+$3.74K	0.44%	48
2018 Q1	$1.89M	Buy	7,797 +429	+6%	+$104K	0.45%	49
2017 Q4	$1.81M	Sell	7,368 -134	-2%	-$32.9K	0.45%	51
2017 Q3	$1.73M	Buy	7,502 +1,154	+18%	+$266K	0.49%	50
2017 Q2	$1.41M	Buy	+6,348	New	+$1.41M	0.45%	52
2017 Q1	–	Sell	-1,008	Closed	-$207K	–	118
2016 Q4	$207K	Buy	+1,008	New	+$207K	0.1%	96