RVW Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Buy |
2,136
+356
| +20% | +$202K | 0.1% | 66 |
|
2025
Q1 | $915K | Buy |
1,780
+269
| +18% | +$138K | 0.09% | 69 |
|
2024
Q4 | $814K | Buy |
1,511
+730
| +93% | +$393K | 0.08% | 68 |
|
2024
Q3 | $412K | Hold |
781
| – | – | 0.04% | 105 |
|
2024
Q2 | $390K | Hold |
781
| – | – | 0.04% | 105 |
|
2024
Q1 | $375K | Buy |
781
+167
| +27% | +$80.2K | 0.04% | 104 |
|
2023
Q4 | $268K | Hold |
614
| – | – | 0.03% | 118 |
|
2023
Q3 | $241K | Hold |
614
| – | – | 0.03% | 119 |
|
2023
Q2 | $250K | Buy |
614
+22
| +4% | +$8.96K | 0.03% | 127 |
|
2023
Q1 | $223K | Sell |
592
-161
| -21% | -$60.6K | 0.03% | 149 |
|
2022
Q4 | $265K | Sell |
753
-448
| -37% | -$157K | 0.03% | 131 |
|
2022
Q3 | $394K | Hold |
1,201
| – | – | 0.06% | 102 |
|
2022
Q2 | $417K | Buy |
1,201
+609
| +103% | +$211K | 0.06% | 99 |
|
2022
Q1 | $246K | Sell |
592
-8
| -1% | -$3.32K | 0.03% | 117 |
|
2021
Q4 | $262K | Buy |
600
+1
| +0.2% | +$437 | 0.03% | 114 |
|
2021
Q3 | $0 | Buy |
+599
| New | – | ﹤0.01% | 121 |
|