TVWM
Tower View Wealth 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 | $638K | Sell |
1,123
-42
| -4% | -$23.9K | 0.33% | 41 |
|
|
2025
Q1 | $599K | Sell |
1,165
-41
| -3% | -$21.1K | 0.35% | 43 |
|
|
2024
Q4 | $650K | Buy |
1,206
+3
| +0.2% | +$1.62K | 0.34% | 46 |
|
|
2024
Q3 | $635K | Sell |
1,203
-24
| -2% | -$12.7K | 0.35% | 45 |
|
|
2024
Q2 | $614K | Sell |
1,227
-14
| -1% | -$7K | 0.35% | 45 |
|
|
2024
Q1 | $597K | Buy |
1,241
+10
| +0.8% | +$4.81K | 0.35% | 48 |
|
|
2023
Q4 | $538K | Buy |
1,231
+8
| +0.7% | +$3.5K | 0.33% | 47 |
|
|
2023
Q3 | $480K | Buy |
1,223
+187
| +18% | +$73.4K | 0.34% | 45 |
|
|
2023
Q2 | $422K | Sell |
1,036
-1,231
| -54% | -$501K | 0.29% | 44 |
|
|
2023
Q1 | $853K | Buy |
2,267
+11
| +0.5% | +$4.14K | 0.57% | 46 |
|
|
2022
Q4 | $793K | Buy |
2,256
+147
| +7% | +$51.7K | 0.55% | 47 |
|
|
2022
Q3 | $692K | Buy |
2,109
+135
| +7% | +$44.3K | 0.53% | 47 |
|
|
2022
Q2 | $685K | Buy |
1,974
+623
| +46% | +$216K | 0.5% | 48 |
|
|
2022
Q1 | $561K | Buy |
1,351
+894
| +196% | +$371K | 0.3% | 60 |
|
|
2021
Q4 | $200K | Buy |
457
+225
| +97% | +$98.5K | 0.1% | 78 |
|
|
2021
Q3 | $92K | Hold |
232
| – | – | 0.05% | 89 |
|
|
2021
Q2 | $91K | Hold |
232
| – | – | 0.05% | 88 |
|
|
2021
Q1 | $85K | Hold |
232
| – | – | 0.05% | 93 |
|
|
2020
Q4 | $80K | Buy |
+232
| New | +$80K | 0.05% | 94 |
|