TCFG Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$932K Buy
1,641
+825
+101% +$469K 0.42% 64
2025
Q1
$419K Sell
816
-9
-1% -$4.62K 0.21% 117
2024
Q4
$444K Buy
825
+1
+0.1% +$539 0.22% 111
2024
Q3
$435K Buy
+824
New +$435K 0.22% 110