Towercrest Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Hold |
950
| – | – | 0.1% | 65 |
|
|
2025
Q1 | $488K | Sell |
950
-139
| -13% | -$71.4K | 0.09% | 64 |
|
|
2024
Q4 | $587K | Buy |
1,089
+5
| +0.5% | +$2.7K | 0.09% | 63 |
|
|
2024
Q3 | $572K | Buy |
1,084
+3
| +0.3% | +$1.58K | 0.09% | 67 |
|
|
2024
Q2 | $541K | Buy |
1,081
+6
| +0.6% | +$3K | 0.09% | 68 |
|
|
2024
Q1 | $517K | Buy |
1,075
+109
| +11% | +$52.4K | 0.09% | 70 |
|
|
2023
Q4 | $422K | Buy |
966
+1
| +0.1% | +$437 | 0.08% | 75 |
|
|
2023
Q3 | $379K | Buy |
965
+1
| +0.1% | +$393 | 0.07% | 77 |
|
|
2023
Q2 | $393K | Buy |
964
+371
| +63% | +$151K | 0.07% | 74 |
|
|
2023
Q1 | $223K | Buy |
593
+2
| +0.3% | +$753 | 0.05% | 93 |
|
|
2022
Q4 | $208K | Buy |
+591
| New | +$208K | 0.05% | 90 |
|