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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.65M | Sell |
2,397
-306
| -11% | -$204K | 0.27% | 84 |
|
|
2026
Q1 | $1.62M | Buy |
2,703
+1,583
| +141% | +$990K | 0.34% | 86 |
|
|
2025
Q4 | $702K | Buy |
1,120
+128
| +13% | +$79.5K | 0.15% | 92 |
|
|
2025
Q3 | $609K | Buy |
+992
| New | +$585K | 0.13% | 98 |
|
|
2024
Q3 | – | Sell |
-895
| Closed | -$449K | – | 112 |
|
|
2024
Q2 | $449K | Sell |
895
-264
| -23% | -$127K | 0.15% | 83 |
|
|
2024
Q1 | $557K | Buy |
1,159
+5
| +0.4% | +$2.29K | 0.18% | 80 |
|
|
2023
Q4 | $504K | Sell |
1,154
-86
| -7% | -$35.2K | 0.19% | 82 |
|
|
2023
Q3 | $489K | Buy |
1,240
+235
| +23% | +$96.1K | 0.2% | 85 |
|
|
2023
Q2 | $411K | Buy |
+1,005
| New | +$388K | 0.16% | 87 |
|
|
2022
Q2 | – | Sell |
-68
| Closed | -$28.2K | – | 320 |
|
|
2022
Q1 | $28.2K | Hold |
68
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $29.7K | Hold |
68
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $26.9K | Hold |
68
| – | – | 0.01% | 204 |
|
|
2021
Q2 | $26.9K | Buy |
+68
| New | +$26.1K | 0.01% | 201 |
|
|
2020
Q4 | $23.4K | Hold |
68
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $21K | Hold |
68
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $19.4K | Hold |
68
| – | – | 0.01% | 214 |
|
|
2020
Q1 | $16.1K | Sell |
68
-4
| -6% | -$1.12K | 0.01% | 207 |
|
|
2019
Q4 | $21.3K | Hold |
72
| – | – | 0.01% | 208 |
|
|
2019
Q3 | $19.6K | Hold |
72
| – | – | 0.01% | 225 |
|
|
2019
Q2 | $19.4K | Hold |
72
| – | – | 0.01% | 219 |
|
|
2019
Q1 | $18.7K | Sell |
72
-8,440
| -99% | -$2.11M | 0.01% | 233 |
|
|
2018
Q4 | $1.96M | Buy |
8,512
+415
| +5% | +$103K | 1.9% | 21 |
|
|
2018
Q3 | $2.16M | Buy |
8,097
+1,300
| +19% | +$340K | 1.63% | 26 |
|
|
2018
Q2 | $1.7M | Buy |
6,797
+1,063
| +19% | +$264K | 1.32% | 28 |
|
|
2018
Q1 | $1.39M | Buy |
5,734
+1,379
| +32% | +$346K | 1.14% | 29 |
|
|
2017
Q4 | $1.07M | Buy |
4,355
+2,885
| +196% | +$690K | 0.9% | 29 |
|
|
2017
Q3 | $339K | Buy |
1,470
+1,375
| +1,447% | +$311K | 0.28% | 39 |
|
|
2017
Q2 | $21.1K | Buy |
+95
| New | +$20.9K | 0.02% | 235 |
|
|
2016
Q4 | – | Sell |
-250
| Closed | -$49.7K | – | 291 |
|
|
2016
Q3 | $49.7K | Buy |
+250
| New | +$49.6K | 0.04% | 119 |
|
|
2016
Q1 | – | Sell |
-158
| Closed | -$29.5K | – | 295 |
|
|
2015
Q4 | $29.5K | Buy |
+158
| New | +$29.7K | 0.03% | 125 |
|
Other funds holding VOO
AA
RPg Family Wealth Advisory's VOO Position: Q2 2026 in Review
RPg Family Wealth Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $204K and leaving 2,397 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #84.
RPg Family Wealth Advisory first reported a position in VOO in Q4 2015 and has held it in 30 quarters since. The position peaked at $2.16M in Q3 2018. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- RPg Family Wealth Advisory held 2,397 shares of Vanguard S&P 500 ETF worth $1.65M as of Q2 2026.
- RPg Family Wealth Advisory sold 306 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $204K.
- Vanguard S&P 500 ETF made up 0.27% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #84 holding.
- RPg Family Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 30 quarters since.
- RPg Family Wealth Advisory's Vanguard S&P 500 ETF position peaked at $2.16M in Q3 2018.
- 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.