TFA
Toth Financial Advisory’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 | $1.11M | Sell |
1,949
-123
| -6% | -$69.9K | 0.13% | 119 |
|
|
2025
Q1 | $1.06M | Buy |
2,072
+11
| +0.5% | +$5.65K | 0.13% | 118 |
|
|
2024
Q4 | $1.11M | Buy |
2,061
+12
| +0.6% | +$6.47K | 0.13% | 120 |
|
|
2024
Q3 | $1.08M | Sell |
2,049
-19
| -0.9% | -$10K | 0.13% | 119 |
|
|
2024
Q2 | $1.03M | Sell |
2,068
-102
| -5% | -$51K | 0.13% | 119 |
|
|
2024
Q1 | $1.04M | Sell |
2,170
-179
| -8% | -$86.1K | 0.13% | 121 |
|
|
2023
Q4 | $1.03M | Buy |
2,349
+384
| +20% | +$168K | 0.14% | 112 |
|
|
2023
Q3 | $772K | Buy |
1,965
+6
| +0.3% | +$2.36K | 0.12% | 126 |
|
|
2023
Q2 | $798K | Sell |
1,959
-32
| -2% | -$13K | 0.12% | 126 |
|
|
2023
Q1 | $749K | Buy |
1,991
+1
| +0.1% | +$376 | 0.12% | 127 |
|
|
2022
Q4 | $699K | Sell |
1,990
-5
| -0.3% | -$1.76K | 0.11% | 128 |
|
|
2022
Q3 | $655K | Buy |
1,995
+62
| +3% | +$20.4K | 0.12% | 120 |
|
|
2022
Q2 | $671K | Buy |
1,933
+171
| +10% | +$59.4K | 0.12% | 122 |
|
|
2022
Q1 | $732K | Sell |
1,762
-82
| -4% | -$34.1K | 0.11% | 137 |
|
|
2021
Q4 | $805K | Sell |
1,844
-179
| -9% | -$78.1K | 0.11% | 143 |
|
|
2021
Q3 | $798K | Sell |
2,023
-370
| -15% | -$146K | 0.12% | 126 |
|
|
2021
Q2 | $942K | Sell |
2,393
-593
| -20% | -$233K | 0.14% | 114 |
|
|
2021
Q1 | $1.09M | Sell |
2,986
-881
| -23% | -$321K | 0.17% | 104 |
|
|
2020
Q4 | $1.33M | Sell |
3,867
-1,168
| -23% | -$401K | 0.23% | 91 |
|
|
2020
Q3 | $1.55M | Buy |
5,035
+164
| +3% | +$50.5K | 0.3% | 82 |
|
|
2020
Q2 | $1.38M | Buy |
4,871
+4,616
| +1,810% | +$1.31M | 0.3% | 81 |
|
|
2020
Q1 | $60K | Buy |
255
+64
| +34% | +$15.1K | 0.02% | 171 |
|
|
2019
Q4 | $56K | Buy |
+191
| New | +$56K | 0.01% | 210 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | -$3K | – | 451 |
|
|
2018
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 356 |
|