TIAM2
Tru Independence Asset Management 2’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $318K | Buy |
+847
| New | +$318K | 0.32% | 54 |
|
|
2022
Q3 | $5.75M | Buy |
+17,522
| New | +$5.75M | 6.11% | 5 |
|
|
2022
Q2 | – | Sell |
-1,074
| Closed | -$446K | – | 101 |
|
|
2022
Q1 | $446K | Sell |
1,074
-692
| -39% | -$287K | 0.26% | 48 |
|
|
2021
Q4 | $771K | Buy |
1,766
+130
| +8% | +$56.8K | 0.41% | 46 |
|
|
2021
Q3 | $645K | Sell |
1,636
-15
| -0.9% | -$5.91K | 0.46% | 46 |
|
|
2021
Q2 | $650K | Sell |
1,651
-15,612
| -90% | -$6.15M | 0.44% | 49 |
|
|
2021
Q1 | $6.29M | Sell |
17,263
-4,146
| -19% | -$1.51M | 4.97% | 2 |
|
|
2020
Q4 | $7.36M | Buy |
+21,409
| New | +$7.36M | 6.2% | 1 |
|