Tilia Fiduciary Partners’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
Q3 | $1.72M | Buy |
|
|||||
|
2025
Q2 | $873K | Sell |
|
|||||
|
2025
Q1 | $792K | Sell |
|
|||||
|
2024
Q4 | $834K | Buy |
|
|||||
|
2024
Q3 | $644K | Buy |
|
|||||
|
2024
Q2 | $609K | Sell |
|
|||||
|
2024
Q1 | $598K | Buy |
|
|||||
|
2023
Q4 | $472K | Buy |
|
|||||
|
2023
Q3 | $411K | Buy |
|
|||||
|
2023
Q2 | $424K | Hold |
|
|||||
|
2023
Q1 | $392K | Buy |
|
|||||
|
2022
Q4 | $365K | Sell |
|
|||||
|
2022
Q3 | $346K | Buy |
|
|||||
|
2022
Q2 | $358K | Sell |
|
|||||
|
2022
Q1 | $447K | Buy |
|
|||||
|
2021
Q4 | $446K | Buy |
|