TWA
Trellis Wealth Advisors’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 | $3.27M | Hold |
5,755
| – | – | 1.42% | 12 |
|
|
2025
Q1 | $2.96M | Buy |
5,755
+4,526
| +368% | +$2.33M | 1.44% | 12 |
|
|
2024
Q4 | $662K | Buy |
1,229
+115
| +10% | +$62K | 0.33% | 20 |
|
|
2024
Q3 | $588K | Buy |
1,114
+121
| +12% | +$63.8K | 0.29% | 21 |
|
|
2024
Q2 | $497K | Buy |
+993
| New | +$497K | 0.27% | 20 |
|