TFM
TFC Financial 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 | $1.43M | Buy |
2,521
+267
| +12% | +$152K | 0.2% | 40 |
|
|
2025
Q1 | $1.16M | Buy |
2,254
+2
| +0.1% | +$1.03K | 0.18% | 41 |
|
|
2024
Q4 | $1.21M | Buy |
2,252
+4
| +0.2% | +$2.16K | 0.19% | 39 |
|
|
2024
Q3 | $1.19M | Sell |
2,248
-150
| -6% | -$79.2K | 0.19% | 40 |
|
|
2024
Q2 | $1.2M | Sell |
2,398
-124
| -5% | -$62K | 0.21% | 40 |
|
|
2024
Q1 | $1.21M | Sell |
2,522
-293
| -10% | -$141K | 0.22% | 40 |
|
|
2023
Q4 | $1.23M | Buy |
2,815
+10
| +0.4% | +$4.37K | 0.25% | 35 |
|
|
2023
Q3 | $1.1M | Buy |
2,805
+45
| +2% | +$17.7K | 0.26% | 32 |
|
|
2023
Q2 | $1.12M | Buy |
2,760
+483
| +21% | +$197K | 0.28% | 32 |
|
|
2023
Q1 | $856K | Buy |
2,277
+549
| +32% | +$206K | 0.22% | 34 |
|
|
2022
Q4 | $607K | Buy |
1,728
+7
| +0.4% | +$2.46K | 0.18% | 42 |
|
|
2022
Q3 | $565K | Buy |
1,721
+1
| +0.1% | +$328 | 0.18% | 39 |
|
|
2022
Q2 | $597K | Hold |
1,720
| – | – | 0.18% | 42 |
|
|
2022
Q1 | $714K | Hold |
1,720
| – | – | 0.2% | 36 |
|
|
2021
Q4 | $751K | Buy |
1,720
+1
| +0.1% | +$437 | 0.23% | 36 |
|
|
2021
Q3 | $678K | Hold |
1,719
| – | – | 0.22% | 34 |
|
|
2021
Q2 | $676K | Sell |
1,719
-51
| -3% | -$20.1K | 0.23% | 33 |
|
|
2021
Q1 | $645K | Hold |
1,770
| – | – | 0.25% | 32 |
|
|
2020
Q4 | $608K | Buy |
1,770
+509
| +40% | +$175K | 0.26% | 35 |
|
|
2020
Q3 | $388K | Buy |
+1,261
| New | +$388K | 0.19% | 50 |
|