TF
TLWM Financial’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 | $1.29M | Buy |
2,269
+223
| +11% | +$127K | 0.24% | 36 |
|
|
2025
Q1 | $1.05M | Buy |
2,046
+114
| +6% | +$58.6K | 0.21% | 42 |
|
|
2024
Q4 | $1.04M | Buy |
1,932
+120
| +7% | +$64.7K | 0.2% | 42 |
|
|
2024
Q3 | $956K | Buy |
1,812
+209
| +13% | +$110K | 0.19% | 45 |
|
|
2024
Q2 | $802K | Buy |
1,603
+234
| +17% | +$117K | 0.17% | 50 |
|
|
2024
Q1 | $658K | Buy |
1,369
+354
| +35% | +$170K | 0.15% | 53 |
|
|
2023
Q4 | $443K | Buy |
1,015
+181
| +22% | +$79.1K | 0.1% | 61 |
|
|
2023
Q3 | $328K | Buy |
834
+334
| +67% | +$131K | 0.09% | 65 |
|
|
2023
Q2 | $204K | Buy |
+500
| New | +$204K | 0.06% | 65 |
|