TFO
Tarbox Family Office’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
55,152
-4,221
| -7% | -$1.2M | 2.37% | 11 |
|
|
2025
Q1 | $15.3M | Buy |
59,373
+9,918
| +20% | +$2.55M | 2.54% | 10 |
|
|
2024
Q4 | $13.3M | Sell |
49,455
-893
| -2% | -$241K | 2.2% | 10 |
|
|
2024
Q3 | $13.3M | Sell |
50,348
-207
| -0.4% | -$54.5K | 2.17% | 11 |
|
|
2024
Q2 | $12.6M | Sell |
50,555
-438
| -0.9% | -$109K | 2.23% | 10 |
|
|
2024
Q1 | $12.2M | Sell |
50,993
-1,310
| -3% | -$314K | 2.15% | 10 |
|
|
2023
Q4 | $11.4M | Sell |
52,303
-4,444
| -8% | -$969K | 2.22% | 11 |
|
|
2023
Q3 | $11.1M | Sell |
56,747
-6,246
| -10% | -$1.22M | 2.3% | 10 |
|
|
2023
Q2 | $12.8M | Buy |
62,993
+42
| +0.1% | +$8.51K | 2.48% | 8 |
|
|
2023
Q1 | $11.8M | Sell |
62,951
-1,561
| -2% | -$292K | 2.38% | 9 |
|
|
2022
Q4 | $11.2M | Buy |
64,512
+25,656
| +66% | +$4.47M | 2.46% | 9 |
|
|
2022
Q3 | $6.7M | Hold |
38,856
| – | – | 1.59% | 11 |
|
|
2022
Q2 | $6.7M | Buy |
38,856
+1,391
| +4% | +$240K | 1.5% | 13 |
|
|
2022
Q1 | $7.81M | Buy |
37,465
+6,322
| +20% | +$1.32M | 1.59% | 10 |
|
|
2021
Q4 | $6.88M | Sell |
31,143
-2,202
| -7% | -$487K | 1.19% | 11 |
|
|
2021
Q3 | $6.7M | Sell |
33,345
-375
| -1% | -$75.3K | 1.23% | 12 |
|
|
2021
Q2 | $6.77M | Sell |
33,720
-124
| -0.4% | -$24.9K | 1.21% | 12 |
|
|
2021
Q1 | $6.27M | Buy |
33,844
+2
| +0% | +$371 | 1.23% | 12 |
|
|
2020
Q4 | $5.95M | Buy |
33,842
+6
| +0% | +$1.05K | 1.24% | 12 |
|
|
2020
Q3 | $5.29M | Buy |
33,836
+72
| +0.2% | +$11.3K | 1.29% | 12 |
|
|
2020
Q2 | $4.83M | Buy |
33,764
+4,400
| +15% | +$629K | 1.25% | 12 |
|
|
2020
Q1 | $3.48M | Buy |
+29,364
| New | +$3.48M | 1.13% | 13 |
|