TCA
Trifecta Capital 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 | $1.13M | Buy |
1,982
+598
| +43% | +$340K | 0.19% | 56 |
|
|
2025
Q1 | $711K | Buy |
1,384
+255
| +23% | +$131K | 0.15% | 55 |
|
|
2024
Q4 | $608K | Buy |
1,129
+91
| +9% | +$49K | 0.12% | 60 |
|
|
2024
Q3 | $548K | Hold |
1,038
| – | – | 0.11% | 60 |
|
|
2024
Q2 | $519K | Sell |
1,038
-21
| -2% | -$10.5K | 0.11% | 62 |
|
|
2024
Q1 | $509K | Sell |
1,059
-23
| -2% | -$11.1K | 0.12% | 68 |
|
|
2023
Q4 | $472K | Buy |
1,082
+471
| +77% | +$206K | 0.13% | 67 |
|
|
2023
Q3 | $240K | Sell |
611
-17
| -3% | -$6.68K | 0.08% | 77 |
|
|
2023
Q2 | $256K | Hold |
628
| – | – | 0.08% | 78 |
|
|
2023
Q1 | $236K | Hold |
628
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $221K | Buy |
+628
| New | +$221K | 0.09% | 82 |
|