True Link Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
585
-222
| -28% | -$126K | 0.02% | 62 |
|
|
2025
Q1 | $415K | Buy |
+807
| New | +$415K | 0.03% | 61 |
|
|
2022
Q4 | – | Sell |
-638
| Closed | -$209K | – | 129 |
|
|
2022
Q3 | $209K | Buy |
+638
| New | +$209K | 0.03% | 126 |
|
|
2022
Q1 | – | Sell |
-3,474
| Closed | -$1.52M | – | 276 |
|
|
2021
Q4 | $1.52M | Buy |
3,474
+475
| +16% | +$207K | 0.2% | 54 |
|
|
2021
Q3 | $1.18M | Buy |
2,999
+2,644
| +745% | +$1.04M | 0.16% | 61 |
|
|
2021
Q2 | $140K | Hold |
355
| – | – | 0.02% | 262 |
|
|
2021
Q1 | $129K | Hold |
355
| – | – | 0.02% | 326 |
|
|
2020
Q4 | $122K | Buy |
+355
| New | +$122K | 0.02% | 351 |
|