Twin Peaks Wealth 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 | $2M | Buy |
3,393
+252
| +8% | +$149K | 0.65% | 37 |
|
|
2025
Q1 | $1.55M | Buy |
3,141
+357
| +13% | +$176K | 0.71% | 35 |
|
|
2024
Q4 | $1.5M | Buy |
2,784
+903
| +48% | +$486K | 0.63% | 36 |
|
|
2024
Q3 | $993K | Sell |
1,881
-1,724
| -48% | -$910K | 0.46% | 47 |
|
|
2024
Q2 | $1.8M | Buy |
3,605
+2,447
| +211% | +$1.22M | 0.9% | 29 |
|
|
2024
Q1 | $557K | Buy |
1,158
+260
| +29% | +$125K | 0.31% | 64 |
|
|
2023
Q4 | $392K | Buy |
+898
| New | +$392K | 0.25% | 77 |
|