TI
tru Independence’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 | $517K | Sell |
910
-69
| -7% | -$39.2K | 0.15% | 81 |
|
|
2025
Q1 | $503K | Hold |
979
| – | – | 0.16% | 77 |
|
|
2024
Q4 | $528K | Hold |
979
| – | – | 0.17% | 75 |
|
|
2024
Q3 | $517K | Buy |
979
+15
| +2% | +$7.92K | 0.15% | 78 |
|
|
2024
Q2 | $482K | Sell |
964
-38
| -4% | -$19K | 0.15% | 75 |
|
|
2024
Q1 | $482K | Hold |
1,002
| – | – | 0.14% | 79 |
|
|
2023
Q4 | $438K | Hold |
1,002
| – | – | 0.13% | 84 |
|
|
2023
Q3 | $393K | Hold |
1,002
| – | – | 0.14% | 90 |
|
|
2023
Q2 | $408K | Sell |
1,002
-15
| -1% | -$6.11K | 0.13% | 87 |
|
|
2023
Q1 | $383K | Hold |
1,017
| – | – | 0.12% | 91 |
|
|
2022
Q4 | $357K | Sell |
1,017
-183
| -15% | -$64.3K | 0.12% | 90 |
|
|
2022
Q3 | $394K | Buy |
1,200
+200
| +20% | +$65.7K | 0.14% | 88 |
|
|
2022
Q2 | $347K | Buy |
1,000
+6
| +0.6% | +$2.08K | 0.11% | 100 |
|
|
2022
Q1 | $413K | Hold |
994
| – | – | 0.11% | 109 |
|
|
2021
Q4 | $434K | Hold |
994
| – | – | 0.12% | 105 |
|
|
2021
Q3 | $392K | Buy |
+994
| New | +$392K | 0.11% | 107 |
|
|
2020
Q4 | – | Sell |
-521
| Closed | -$160K | – | 838 |
|
|
2020
Q3 | $160K | Buy |
+521
| New | +$160K | 0.05% | 171 |
|
|
2020
Q1 | – | Sell |
-3,201
| Closed | -$758K | – | 925 |
|
|
2019
Q4 | $758K | Buy |
+3,201
| New | +$758K | 0.11% | 126 |
|