TFC Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
2025
Q1
$1.16M Buy
2024
Q4
$1.21M Buy
2024
Q3
$1.19M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.21M Sell
2023
Q4
$1.23M Buy
2023
Q3
$1.1M Buy
2023
Q2
$1.12M Buy
2023
Q1
$856K Buy
2022
Q4
$607K Buy
2022
Q3
$565K Buy
2022
Q2
$597K Hold
2022
Q1
$714K Hold
2021
Q4
$751K Buy
2021
Q3
$678K Hold
2021
Q2
$676K Sell
2021
Q1
$645K Hold
2020
Q4
$608K Buy
2020
Q3
$388K Buy