TWM
Tanager 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 | $6.32M | Buy |
11,118
+60
| +0.5% | +$34.1K | 0.75% | 27 |
|
|
2025
Q1 | $5.68M | Hold |
11,058
| – | – | 0.74% | 25 |
|
|
2024
Q4 | $5.96M | Sell |
11,058
-2,932
| -21% | -$1.58M | 0.77% | 22 |
|
|
2024
Q3 | $7.41M | Sell |
13,990
-596
| -4% | -$315K | 1% | 24 |
|
|
2024
Q2 | $7.32M | Buy |
14,586
+3,209
| +28% | +$1.61M | 1.09% | 23 |
|
|
2024
Q1 | $5.47M | Sell |
11,377
-157
| -1% | -$75.5K | 0.88% | 23 |
|
|
2023
Q4 | $5.04M | Buy |
11,534
+1,879
| +19% | +$821K | 0.92% | 24 |
|
|
2023
Q3 | $3.81M | Buy |
9,655
+114
| +1% | +$44.9K | 0.79% | 22 |
|
|
2023
Q2 | $3.9M | Buy |
9,541
+930
| +11% | +$380K | 0.84% | 25 |
|
|
2023
Q1 | $3.24M | Buy |
8,611
+4,004
| +87% | +$1.51M | 0.77% | 26 |
|
|
2022
Q4 | $1.62M | Buy |
4,607
+2,799
| +155% | +$983K | 0.44% | 33 |
|
|
2022
Q3 | $596K | Sell |
1,808
-600
| -25% | -$198K | 0.47% | 25 |
|
|
2022
Q2 | $839K | Hold |
2,408
| – | – | 0.69% | 19 |
|
|
2022
Q1 | $1M | Hold |
2,408
| – | – | 0.75% | 18 |
|
|
2021
Q4 | $1.05M | Buy |
+2,408
| New | +$1.05M | 0.79% | 19 |
|