Twin City Private Wealth’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 | $999K | Buy |
1,754
+25
| +1% | +$14.2K | 0.82% | 52 |
|
|
2025
Q1 | $888K | Buy |
1,729
+10
| +0.6% | +$5.14K | 0.78% | 52 |
|
|
2024
Q4 | $926K | Buy |
1,719
+10
| +0.6% | +$5.39K | 0.82% | 49 |
|
|
2024
Q3 | $904K | Buy |
1,709
+12
| +0.7% | +$6.35K | 0.78% | 50 |
|
|
2024
Q2 | $852K | Sell |
1,697
-154
| -8% | -$77.3K | 0.8% | 48 |
|
|
2024
Q1 | $890K | Buy |
+1,851
| New | +$890K | 0.88% | 45 |
|