TPW
Talon Private Wealth’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 | $2.53M | Sell |
4,456
-183
| -4% | -$104K | 0.35% | 49 |
|
|
2025
Q1 | $2.38M | Sell |
4,639
-2,343
| -34% | -$1.2M | 0.32% | 50 |
|
|
2024
Q4 | $3.76M | Buy |
6,982
+4,282
| +159% | +$2.31M | 0.79% | 16 |
|
|
2024
Q3 | $1.42M | Buy |
+2,700
| New | +$1.42M | 0.3% | 13 |
|