TIM
Tortoise Investment Management’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 | $3.19M | Buy |
5,614
+1,298
| +30% | +$737K | 0.3% | 76 |
|
|
2025
Q1 | $2.22M | Sell |
4,316
-54
| -1% | -$27.7K | 0.23% | 82 |
|
|
2024
Q4 | $2.35M | Sell |
4,370
-473
| -10% | -$255K | 0.25% | 79 |
|
|
2024
Q3 | $2.56M | Sell |
4,843
-400
| -8% | -$211K | 0.27% | 79 |
|
|
2024
Q2 | $2.62M | Buy |
5,243
+7
| +0.1% | +$3.5K | 0.3% | 77 |
|
|
2024
Q1 | $2.52M | Buy |
5,236
+66
| +1% | +$31.7K | 0.31% | 71 |
|
|
2023
Q4 | $2.26M | Buy |
5,170
+5
| +0.1% | +$2.18K | 0.31% | 73 |
|
|
2023
Q3 | $2.03M | Buy |
5,165
+1,608
| +45% | +$632K | 0.3% | 74 |
|
|
2023
Q2 | $1.45M | Buy |
3,557
+309
| +10% | +$126K | 0.22% | 87 |
|
|
2023
Q1 | $1.22M | Buy |
3,248
+826
| +34% | +$311K | 0.19% | 91 |
|
|
2022
Q4 | $851K | Buy |
2,422
+380
| +19% | +$134K | 0.15% | 107 |
|
|
2022
Q3 | $670K | Buy |
2,042
+5
| +0.2% | +$1.64K | 0.13% | 108 |
|
|
2022
Q2 | $707K | Sell |
2,037
-7
| -0.3% | -$2.43K | 0.14% | 102 |
|
|
2022
Q1 | $849K | Sell |
2,044
-69
| -3% | -$28.7K | 0.16% | 97 |
|
|
2021
Q4 | $922K | Buy |
2,113
+44
| +2% | +$19.2K | 0.17% | 86 |
|
|
2021
Q3 | $816K | Sell |
2,069
-90
| -4% | -$35.5K | 0.16% | 83 |
|
|
2021
Q2 | $850K | Buy |
2,159
+820
| +61% | +$323K | 0.18% | 80 |
|
|
2021
Q1 | $488K | Buy |
1,339
+79
| +6% | +$28.8K | 0.11% | 105 |
|
|
2020
Q4 | $433K | Sell |
1,260
-103
| -8% | -$35.4K | 0.1% | 105 |
|
|
2020
Q3 | $419K | Sell |
1,363
-259
| -16% | -$79.6K | 0.1% | 101 |
|
|
2020
Q2 | $460K | Sell |
1,622
-44
| -3% | -$12.5K | 0.12% | 88 |
|
|
2020
Q1 | $395K | Sell |
1,666
-43
| -3% | -$10.2K | 0.11% | 95 |
|
|
2019
Q4 | $505K | Sell |
1,709
-47
| -3% | -$13.9K | 0.12% | 91 |
|
|
2019
Q3 | $479K | Sell |
1,756
-23
| -1% | -$6.27K | 0.12% | 94 |
|
|
2019
Q2 | $479K | Sell |
1,779
-33
| -2% | -$8.89K | 0.12% | 94 |
|
|
2019
Q1 | $470K | Sell |
1,812
-29
| -2% | -$7.52K | 0.12% | 95 |
|
|
2018
Q4 | $423K | Sell |
1,841
-40
| -2% | -$9.19K | 0.11% | 100 |
|
|
2018
Q3 | $502K | Buy |
1,881
+114
| +6% | +$30.4K | 0.13% | 93 |
|
|
2018
Q2 | $441K | Sell |
1,767
-54
| -3% | -$13.5K | 0.12% | 99 |
|
|
2018
Q1 | $441K | Buy |
1,821
+8
| +0.4% | +$1.94K | 0.12% | 95 |
|
|
2017
Q4 | $445K | Buy |
1,813
+45
| +3% | +$11K | 0.13% | 93 |
|
|
2017
Q3 | $408K | Sell |
1,768
-59
| -3% | -$13.6K | 0.12% | 92 |
|
|
2017
Q2 | $406K | Buy |
1,827
+8
| +0.4% | +$1.78K | 0.13% | 88 |
|
|
2017
Q1 | $393K | Buy |
1,819
+797
| +78% | +$172K | 0.13% | 84 |
|
|
2016
Q4 | $210K | Buy |
1,022
+9
| +0.9% | +$1.85K | 0.07% | 107 |
|
|
2016
Q3 | $201K | Buy |
1,013
+575
| +131% | +$114K | 0.07% | 99 |
|
|
2016
Q2 | $84K | Buy |
438
+51
| +13% | +$9.78K | 0.03% | 157 |
|
|
2016
Q1 | $73K | Buy |
387
+343
| +780% | +$64.7K | 0.03% | 164 |
|
|
2015
Q4 | $8K | Hold |
44
| – | – | ﹤0.01% | 324 |
|
|
2015
Q3 | $8K | Hold |
44
| – | – | ﹤0.01% | 308 |
|
|
2015
Q2 | $8K | Hold |
44
| – | – | ﹤0.01% | 330 |
|
|
2015
Q1 | $8K | Hold |
44
| – | – | ﹤0.01% | 315 |
|
|
2014
Q4 | $8K | Hold |
44
| – | – | ﹤0.01% | 335 |
|
|
2014
Q3 | $8K | Hold |
44
| – | – | ﹤0.01% | 315 |
|
|
2014
Q2 | $8K | Buy |
+44
| New | +$8K | ﹤0.01% | 327 |
|