TW
TritonPoint Wealth’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 | $23.2M | Sell |
40,675
-293
| -0.7% | -$167K | 2.14% | 8 |
|
|
2025
Q1 | $21.1M | Sell |
40,968
-236
| -0.6% | -$121K | 2% | 9 |
|
|
2024
Q4 | $22.2M | Buy |
41,204
+336
| +0.8% | +$181K | 2.01% | 8 |
|
|
2024
Q3 | $21.5M | Sell |
40,868
-3,140
| -7% | -$1.65M | 1.97% | 8 |
|
|
2024
Q2 | $22.1M | Sell |
44,008
-318
| -0.7% | -$160K | 2.13% | 7 |
|
|
2024
Q1 | $38.5M | Sell |
44,326
-43,887
| -50% | -$38.1M | 4.02% | 2 |
|
|
2023
Q4 | $38.5M | Buy |
+88,213
| New | +$38.5M | 3.76% | 2 |
|