VSM Wealth Advisory’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
6,045
+1,115
+23% +$47.9K 0.09% 79
2025
Q1
$203K Hold
4,930
0.07% 90
2024
Q4
$214K Buy
+4,930
New +$214K 0.08% 85