RW Investment Management’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 | $7.96M | Buy |
14,021
+352
| +3% | +$200K | 0.89% | 12 |
|
|
2025
Q1 | $7.02M | Buy |
13,669
+4,142
| +43% | +$2.13M | 0.86% | 12 |
|
|
2024
Q4 | $5.13M | Buy |
9,527
+1,072
| +13% | +$578K | 0.63% | 14 |
|
|
2024
Q3 | $4.46M | Buy |
8,455
+1,215
| +17% | +$641K | 0.56% | 12 |
|
|
2024
Q2 | $3.62M | Buy |
7,240
+533
| +8% | +$267K | 0.49% | 15 |
|
|
2024
Q1 | $3.22M | Sell |
6,707
-1,134
| -14% | -$545K | 0.45% | 15 |
|
|
2023
Q4 | $3.43M | Buy |
7,841
+952
| +14% | +$416K | 0.52% | 15 |
|
|
2023
Q3 | $2.71M | Sell |
6,889
-385
| -5% | -$151K | 0.49% | 16 |
|
|
2023
Q2 | $2.96M | Buy |
7,274
+2,177
| +43% | +$887K | 0.61% | 15 |
|
|
2023
Q1 | $1.92M | Buy |
5,097
+3,780
| +287% | +$1.42M | 0.53% | 18 |
|
|
2022
Q4 | $463K | Buy |
+1,317
| New | +$463K | 0.18% | 48 |
|