Taylor Hoffman Wealth Management quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Taylor Hoffman Wealth Management opened 0 positions, added to 4, reduced 3, sold out of 0 and left 5 unchanged. The largest increase in value was VOO (+$258,086); the largest decrease was BND (-$358,949).
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2024-03-31 4,454; Shares 2024-06-30 4,786.
- VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2024-03-31 107,308; Shares 2024-06-30 108,219.
- IVOO: Country of operation —; Class MIDCP 400 IDX; Shares 2024-03-31 6,021; Shares 2024-06-30 6,025.
- VIOO: Country of operation —; Class SMLLCP 600 IDX; Shares 2024-03-31 3,485; Shares 2024-06-30 3,493.
Two Form 13F-HR filings compared (SEC CIK 1727762): 2024-03-31 (filed 2024-05-09) and 2024-06-30 (filed 2024-08-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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