TCM
TruNorth Capital Management’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 | $2.34M | Buy |
4,127
+1,026
| +33% | +$583K | 0.52% | 24 |
|
|
2025
Q1 | $1.59M | Buy |
3,101
+2,929
| +1,703% | +$1.51M | 0.4% | 27 |
|
|
2024
Q4 | $92.7K | Sell |
172
-1
| -0.6% | -$539 | 0.03% | 105 |
|
|
2024
Q3 | $91.3K | Sell |
173
-30
| -15% | -$15.8K | 0.03% | 103 |
|
|
2024
Q2 | $102K | Hold |
203
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $97.6K | Buy |
+203
| New | +$97.6K | 0.03% | 79 |
|