MTWM
Masso Torrence Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
11,522
+711
| +7% | +$404K | 3.02% | 12 |
|
|
2025
Q1 | $5.56M | Buy |
10,811
+241
| +2% | +$124K | 2.97% | 11 |
|
|
2024
Q4 | $5.7M | Sell |
10,570
-1,203
| -10% | -$648K | 2.99% | 9 |
|
|
2024
Q3 | $6.21M | Sell |
11,773
-291
| -2% | -$154K | 3.35% | 8 |
|
|
2024
Q2 | $6.03M | Buy |
12,064
+649
| +6% | +$325K | 3.35% | 8 |
|
|
2024
Q1 | $5.49M | Buy |
11,415
+403
| +4% | +$194K | 3.26% | 9 |
|
|
2023
Q4 | $4.81M | Buy |
11,012
+461
| +4% | +$201K | 3.28% | 9 |
|
|
2023
Q3 | $4.14M | Buy |
10,551
+115
| +1% | +$45.2K | 3.19% | 9 |
|
|
2023
Q2 | $4.25M | Buy |
10,436
+2,505
| +32% | +$1.02M | 3.07% | 9 |
|
|
2023
Q1 | $2.98M | Sell |
7,931
-523
| -6% | -$197K | 2.36% | 12 |
|
|
2022
Q4 | $2.97M | Sell |
8,454
-3,333
| -28% | -$1.17M | 2.37% | 13 |
|
|
2022
Q3 | $3.87M | Sell |
11,787
-964
| -8% | -$317K | 3.42% | 5 |
|
|
2022
Q2 | $4.42M | Sell |
12,751
-252
| -2% | -$87.4K | 3.89% | 4 |
|
|
2022
Q1 | $5.4M | Buy |
13,003
+380
| +3% | +$158K | 4.32% | 4 |
|
|
2021
Q4 | $5.51M | Buy |
+12,623
| New | +$5.51M | 3.85% | 3 |
|