RWB
RMR Wealth Builders’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 | $97.9M | Buy |
171,843
+5,535
| +3% | +$3.15M | 8.9% | 2 |
|
|
2025
Q1 | $85.5M | Buy |
166,308
+5,271
| +3% | +$2.71M | 9% | 1 |
|
|
2024
Q4 | $86.8M | Buy |
161,037
+10,186
| +7% | +$5.49M | 8.97% | 2 |
|
|
2024
Q3 | $79.8M | Buy |
150,851
+7,088
| +5% | +$3.75M | 8.46% | 1 |
|
|
2024
Q2 | $71.9M | Buy |
143,763
+3,584
| +3% | +$1.79M | 8.25% | 2 |
|
|
2024
Q1 | $67.4M | Buy |
140,179
+4,162
| +3% | +$2M | 8.15% | 1 |
|
|
2023
Q4 | $59.4M | Buy |
136,017
+7,046
| +5% | +$3.08M | 8.35% | 2 |
|
|
2023
Q3 | $50.6M | Buy |
128,971
+6,515
| +5% | +$2.56M | 8.09% | 2 |
|
|
2023
Q2 | $50.1M | Buy |
122,456
+5,325
| +5% | +$2.18M | 8.52% | 2 |
|
|
2023
Q1 | $44M | Buy |
117,131
+5,960
| +5% | +$2.24M | 8.38% | 1 |
|
|
2022
Q4 | $39.1M | Buy |
111,171
+5,919
| +6% | +$2.08M | 8.86% | 1 |
|
|
2022
Q3 | $34.7M | Buy |
105,252
+9,123
| +9% | +$3.01M | 8.49% | 1 |
|
|
2022
Q2 | $33.5M | Buy |
96,129
+9,709
| +11% | +$3.38M | 8.34% | 2 |
|
|
2022
Q1 | $35.9M | Buy |
86,420
+11,615
| +16% | +$4.82M | 7.7% | 1 |
|
|
2021
Q4 | $32.7M | Buy |
+74,805
| New | +$32.7M | 9.38% | 1 |
|