RWB
RMR Wealth Builders’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,492
| Closed | -$404K | – | 266 |
|
|
2023
Q4 | $404K | Sell |
1,492
-807
| -35% | -$218K | 0.06% | 165 |
|
|
2023
Q3 | $567K | Buy |
2,299
+228
| +11% | +$56.3K | 0.09% | 121 |
|
|
2023
Q2 | $528K | Hold |
2,071
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $477K | Sell |
2,071
-41
| -2% | -$9.45K | 0.09% | 110 |
|
|
2022
Q4 | $445K | Sell |
2,112
-76
| -3% | -$16K | 0.1% | 105 |
|
|
2022
Q3 | $457K | Buy |
2,188
+54
| +3% | +$11.3K | 0.11% | 100 |
|
|
2022
Q2 | $465K | Sell |
2,134
-152
| -7% | -$33.1K | 0.12% | 112 |
|
|
2022
Q1 | $630K | Sell |
2,286
-143
| -6% | -$39.4K | 0.14% | 103 |
|
|
2021
Q4 | $733K | Sell |
2,429
-40
| -2% | -$12.1K | 0.21% | 49 |
|
|
2021
Q3 | $660K | Buy |
+2,469
| New | +$660K | 0.19% | 81 |
|