TLA
Tanglewood Legacy Advisors’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 | $272K | Hold |
478
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $246K | Hold |
478
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $258K | Hold |
478
| – | – | 0.11% | 81 |
|
|
2024
Q3 | $252K | Hold |
478
| – | – | 0.11% | 76 |
|
|
2024
Q2 | $239K | Hold |
478
| – | – | 0.11% | 78 |
|
|
2024
Q1 | $230K | Hold |
478
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $209K | Hold |
478
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $188K | Hold |
478
| – | – | 0.11% | 82 |
|
|
2023
Q2 | $195K | Buy |
478
+108
| +29% | +$44K | 0.11% | 83 |
|
|
2023
Q1 | $139K | Hold |
370
| – | – | 0.09% | 88 |
|
|
2022
Q4 | $130K | Buy |
+370
| New | +$130K | 0.09% | 76 |
|