RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.5M | Sell |
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|
2025
Q2 | $41.8M | Buy |
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|
2025
Q1 | $36.5M | Sell |
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|
2024
Q4 | $41.3M | Buy |
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|
2024
Q3 | $35.2M | Buy |
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|
2024
Q2 | $32.6M | Buy |
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|
2024
Q1 | $26.3M | Buy |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $968K | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $810K | Buy |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $602K | Hold |
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|
2020
Q3 | $539K | Hold |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $446K | Buy |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $813K | Buy |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $611K | Sell |
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|
2018
Q1 | $601K | Sell |
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|
2017
Q4 | $741K | Sell |
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|
2017
Q3 | $767K | Buy |
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|
2017
Q2 | $727K | Buy |
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|
2017
Q1 | $230K | Buy |
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