RPg Family Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $28.2K | Hold |
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|
2021
Q4 | $29.7K | Hold |
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|
2021
Q3 | $26.9K | Hold |
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|
2021
Q2 | $26.9K | Buy |
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|
2020
Q4 | $23.4K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $19.4K | Hold |
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|
2020
Q1 | $16.1K | Sell |
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|
2019
Q4 | $21.3K | Hold |
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|
2019
Q3 | $19.6K | Hold |
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|
2019
Q2 | $19.4K | Hold |
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|
2019
Q1 | $18.7K | Sell |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.39M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $339K | Buy |
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|
2017
Q2 | $21.1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $49.7K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $29.5K | Buy |
|