TBWA
Three Bridge Wealth Advisors’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 | $23.1M | Sell |
40,481
-465
| -1% | -$265K | 6.08% | 5 |
|
|
2025
Q1 | $21M | Buy |
40,946
+41
| +0.1% | +$21.1K | 7.32% | 3 |
|
|
2024
Q4 | $22M | Buy |
40,905
+7,111
| +21% | +$3.83M | 7.72% | 2 |
|
|
2024
Q3 | $17.9M | Buy |
33,794
+7,741
| +30% | +$4.1M | 6.6% | 4 |
|
|
2024
Q2 | $13.1M | Buy |
26,053
+6,793
| +35% | +$3.41M | 5.18% | 4 |
|
|
2024
Q1 | $9.26M | Buy |
19,260
+6,926
| +56% | +$3.33M | 3.65% | 5 |
|
|
2023
Q4 | $5.39M | Buy |
12,334
+932
| +8% | +$407K | 1.86% | 16 |
|
|
2023
Q3 | $4.49M | Buy |
11,402
+1,965
| +21% | +$775K | 1.87% | 15 |
|
|
2023
Q2 | $3.86M | Buy |
9,437
+3,180
| +51% | +$1.3M | 1.63% | 15 |
|
|
2023
Q1 | $2.35M | Buy |
6,257
+441
| +8% | +$166K | 1.09% | 20 |
|
|
2022
Q4 | $2.04M | Buy |
5,816
+1,506
| +35% | +$529K | 1.1% | 19 |
|
|
2022
Q3 | $1.42M | Buy |
4,310
+110
| +3% | +$36.3K | 0.72% | 27 |
|
|
2022
Q2 | $1.46M | Buy |
4,200
+345
| +9% | +$120K | 0.72% | 29 |
|
|
2022
Q1 | $1.6M | Buy |
+3,855
| New | +$1.6M | 0.45% | 28 |
|