TFA
Tobias Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
4,398
| – | – | 0.14% | 71 |
|
|
2025
Q1 | $810K | Hold |
4,398
| – | – | 0.16% | 61 |
|
|
2024
Q4 | $811K | Hold |
4,398
| – | – | 0.16% | 57 |
|
|
2024
Q3 | $839K | Hold |
4,398
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $773K | Hold |
4,398
| – | – | 0.17% | 54 |
|
|
2024
Q1 | $794K | Hold |
4,398
| – | – | 0.18% | 56 |
|
|
2023
Q4 | $739K | Hold |
4,398
| – | – | 0.18% | 55 |
|
|
2023
Q3 | $654K | Hold |
4,398
| – | – | 0.17% | 60 |
|
|
2023
Q2 | $685K | Hold |
4,398
| – | – | 0.18% | 58 |
|
|
2023
Q1 | $645K | Hold |
4,398
| – | – | 0.19% | 55 |
|
|
2022
Q4 | $616K | Hold |
4,398
| – | – | 0.2% | 60 |
|
|
2022
Q3 | $546K | Hold |
4,398
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $584K | Hold |
4,398
| – | – | 0.2% | 57 |
|
|
2022
Q1 | $663K | Buy |
+4,398
| New | +$663K | 0.23% | 52 |
|
|
2021
Q4 | – | Sell |
-4,398
| Closed | -$619K | – | 120 |
|
|
2021
Q3 | $619K | Hold |
4,398
| – | – | 0.23% | 50 |
|
|
2021
Q2 | $627K | Sell |
4,398
-252
| -5% | -$35.9K | 0.25% | 50 |
|
|
2021
Q1 | $636K | Hold |
4,650
| – | – | 0.27% | 49 |
|
|
2020
Q4 | $575K | Hold |
4,650
| – | – | 0.26% | 48 |
|
|
2020
Q3 | $506K | Hold |
4,650
| – | – | 0.28% | 47 |
|
|
2020
Q2 | $486K | Buy |
+4,650
| New | +$486K | 0.29% | 46 |
|