TPB Wealth Advisors’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
2023
Q1
$7.98M Sell
2022
Q4
$10.5M Buy
2022
Q3
$209K Sell
2022
Q2
$749K Buy
2022
Q1
Sell
2021
Q4
$206K Buy
2021
Q3
Sell
2021
Q2
$298K Sell
2021
Q1
$300K Sell
2020
Q4
$500K Buy