Tower View Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Sell |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $635K | Sell |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $793K | Buy |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $80K | Buy |
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