TNAM
Terra Nova Asset 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 | $3.97M | Buy |
6,996
+2,292
| +49% | +$1.3M | 2.78% | 7 |
|
2025
Q1 | $2.42M | Sell |
4,704
-173
| -4% | -$88.9K | 1.9% | 19 |
|
2024
Q4 | $2.63M | Sell |
4,877
-108
| -2% | -$58.2K | 2% | 20 |
|
2024
Q3 | $2.63M | Buy |
4,985
+85
| +2% | +$44.8K | 1.95% | 21 |
|
2024
Q2 | $2.45M | Buy |
4,900
+339
| +7% | +$170K | 1.93% | 20 |
|
2024
Q1 | $2.19M | Buy |
4,561
+60
| +1% | +$28.8K | 1.75% | 25 |
|
2023
Q4 | $1.97M | Buy |
4,501
+3,082
| +217% | +$1.35M | 1.72% | 23 |
|
2023
Q3 | $578K | Hold |
1,419
| – | – | 0.53% | 55 |
|
2023
Q2 | $578K | Buy |
1,419
+300
| +27% | +$122K | 0.53% | 55 |
|
2023
Q1 | $421K | Buy |
1,119
+253
| +29% | +$95.1K | 0.41% | 63 |
|
2022
Q4 | $304K | Buy |
+866
| New | +$304K | 0.32% | 71 |
|