D.J. St. Germain’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
$466K Buy
820
+316
+63% +$179K 0.02% 219
2025
Q1
$259K Hold
504
0.01% 255
2024
Q4
$272K Hold
504
0.01% 265
2024
Q3
$266K Buy
504
+155
+44% +$81.8K 0.01% 247
2024
Q2
$175K Hold
349
0.01% 273
2024
Q1
$168K Sell
349
-20
-5% -$9.61K 0.01% 277
2023
Q4
$161K Buy
369
+20
+6% +$8.74K 0.01% 281
2023
Q3
$137K Hold
349
0.01% 269
2023
Q2
$142K Buy
+349
New +$142K 0.01% 266