TPWM
Twelve Points Wealth 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 | $238K | Buy |
418
+14
| +3% | +$7.96K | 0.06% | 168 |
|
|
2025
Q1 | $208K | Sell |
404
-232
| -36% | -$119K | 0.06% | 165 |
|
|
2024
Q4 | $343K | Buy |
636
+131
| +26% | +$70.6K | 0.1% | 140 |
|
|
2024
Q3 | $267K | Sell |
505
-219
| -30% | -$116K | 0.08% | 158 |
|
|
2024
Q2 | $362K | Buy |
724
+280
| +63% | +$140K | 0.13% | 137 |
|
|
2024
Q1 | $213K | Buy |
+444
| New | +$213K | 0.08% | 158 |
|