TIM
Total 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 | $1.33M | Buy |
2,333
+275
| +13% | +$156K | 0.19% | 18 |
|
2025
Q1 | $1.06M | Buy |
2,058
+1,409
| +217% | +$724K | 0.14% | 27 |
|
2024
Q4 | $350K | Sell |
649
-47
| -7% | -$25.3K | 0.05% | 50 |
|
2024
Q3 | $367K | Buy |
696
+34
| +5% | +$17.9K | 0.04% | 42 |
|
2024
Q2 | $331K | Buy |
+662
| New | +$331K | 0.04% | 43 |
|
2023
Q4 | – | Sell |
-833
| Closed | -$327K | – | 77 |
|
2023
Q3 | $327K | Buy |
+833
| New | +$327K | 0.05% | 48 |
|