TWM
Tradition 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 | $4.47M | Buy |
7,871
+1,031
| +15% | +$586K | 0.36% | 69 |
|
|
2025
Q1 | $3.52M | Buy |
6,840
+803
| +13% | +$413K | 0.31% | 74 |
|
|
2024
Q4 | $3.25M | Buy |
6,037
+508
| +9% | +$274K | 0.29% | 79 |
|
|
2024
Q3 | $2.92M | Buy |
5,529
+229
| +4% | +$121K | 0.26% | 82 |
|
|
2024
Q2 | $2.65M | Buy |
5,300
+585
| +12% | +$293K | 0.26% | 83 |
|
|
2024
Q1 | $2.27M | Sell |
4,715
-174
| -4% | -$83.6K | 0.23% | 90 |
|
|
2023
Q4 | $2.14M | Sell |
4,889
-713
| -13% | -$311K | 0.22% | 84 |
|
|
2023
Q3 | $2.2M | Sell |
5,602
-10,587
| -65% | -$4.16M | 0.26% | 76 |
|
|
2023
Q2 | $6.59M | Sell |
16,189
-12,862
| -44% | -$5.24M | 0.77% | 32 |
|
|
2023
Q1 | $10.9M | Buy |
29,051
+302
| +1% | +$114K | 1.36% | 18 |
|
|
2022
Q4 | $10.1M | Sell |
28,749
-14,319
| -33% | -$5.03M | 1.43% | 19 |
|
|
2022
Q3 | $14.1M | Sell |
43,068
-4,982
| -10% | -$1.64M | 2.12% | 7 |
|
|
2022
Q2 | $16.7M | Buy |
48,050
+2,757
| +6% | +$956K | 2.42% | 7 |
|
|
2022
Q1 | $18.8M | Buy |
45,293
+2
| +0% | +$830 | 2.4% | 4 |
|
|
2021
Q4 | $19.8M | Buy |
45,291
+12,393
| +38% | +$5.41M | 2.49% | 3 |
|
|
2021
Q3 | $13M | Buy |
32,898
+2,946
| +10% | +$1.16M | 1.85% | 9 |
|
|
2021
Q2 | $11.8M | Buy |
29,952
+3,271
| +12% | +$1.29M | 1.76% | 10 |
|
|
2021
Q1 | $9.72M | Sell |
26,681
-231
| -0.9% | -$84.2K | 1.68% | 10 |
|
|
2020
Q4 | $9.25M | Buy |
+26,912
| New | +$9.25M | 1.79% | 11 |
|