TLWM Financial’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
$1.63M Buy
2025
Q2
$1.29M Buy
2025
Q1
$1.05M Buy
2024
Q4
$1.04M Buy
2024
Q3
$956K Buy
2024
Q2
$802K Buy
2024
Q1
$658K Buy
2023
Q4
$443K Buy
2023
Q3
$328K Buy
2023
Q2
$204K Buy