TPCW
TD Private Client 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 | $42.8M | Buy |
75,271
+488
| +0.7% | +$277K | 1.05% | 19 |
|
|
2025
Q1 | $38.4M | Buy |
74,783
+3,123
| +4% | +$1.6M | 1.06% | 21 |
|
|
2024
Q4 | $38.6M | Buy |
71,660
+1,211
| +2% | +$652K | 1.08% | 19 |
|
|
2024
Q3 | $37.2M | Sell |
70,449
-6,321
| -8% | -$3.34M | 1.07% | 20 |
|
|
2024
Q2 | $38.4M | Buy |
76,770
+351
| +0.5% | +$176K | 1.21% | 18 |
|
|
2024
Q1 | $36.7M | Buy |
76,419
+5,096
| +7% | +$2.45M | 1.21% | 15 |
|
|
2023
Q4 | $31.2M | Buy |
71,323
+117
| +0.2% | +$51.1K | 1.13% | 16 |
|
|
2023
Q3 | $28M | Buy |
71,206
+16,241
| +30% | +$6.38M | 1.21% | 12 |
|
|
2023
Q2 | $22.4M | Buy |
54,965
+117
| +0.2% | +$47.7K | 0.97% | 20 |
|
|
2023
Q1 | $20.6M | Sell |
54,848
-8,290
| -13% | -$3.12M | 0.93% | 19 |
|
|
2022
Q4 | $22.2M | Buy |
63,138
+13,133
| +26% | +$4.61M | 1.05% | 16 |
|
|
2022
Q3 | $16.4M | Sell |
50,005
-2,438
| -5% | -$800K | 0.84% | 21 |
|
|
2022
Q2 | $18.2M | Buy |
52,443
+2,935
| +6% | +$1.02M | 0.89% | 20 |
|
|
2022
Q1 | $20.6M | Buy |
49,508
+1,303
| +3% | +$541K | 0.88% | 18 |
|
|
2021
Q4 | $21M | Sell |
48,205
-1,162
| -2% | -$507K | 0.87% | 19 |
|
|
2021
Q3 | $19.5M | Sell |
49,367
-2,875
| -6% | -$1.13M | 0.83% | 19 |
|
|
2021
Q2 | $20.6M | Buy |
52,242
+1,408
| +3% | +$554K | 0.88% | 18 |
|
|
2021
Q1 | $18.5M | Buy |
50,834
+2,209
| +5% | +$805K | 0.87% | 18 |
|
|
2020
Q4 | $16.7M | Sell |
48,625
-3,586
| -7% | -$1.23M | 0.85% | 19 |
|
|
2020
Q3 | $16.1M | Sell |
52,211
-3,795
| -7% | -$1.17M | 0.9% | 15 |
|
|
2020
Q2 | $15.9M | Sell |
56,006
-7,201
| -11% | -$2.04M | 0.93% | 15 |
|
|
2020
Q1 | $15M | Sell |
63,207
-4,348
| -6% | -$1.03M | 1.07% | 12 |
|
|
2019
Q4 | $20M | Buy |
+67,555
| New | +$20M | 1.2% | 10 |
|