Dakota Community Bank & Trust’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
Q1 | $470K | Sell |
915
-184
| -17% | -$94.6K | 2.27% | 8 |
|
|
2024
Q4 | $592K | Buy |
1,099
+301
| +38% | +$162K | 2.82% | 4 |
|
|
2024
Q3 | $421K | Buy |
798
+100
| +14% | +$52.8K | 2.11% | 9 |
|
|
2024
Q2 | $349K | Hold |
698
| – | – | 1.88% | 14 |
|
|
2024
Q1 | $336K | Sell |
698
-552
| -44% | -$265K | 1.81% | 15 |
|
|
2023
Q4 | $546K | Buy |
1,250
+102
| +9% | +$44.6K | 3.06% | 4 |
|
|
2023
Q3 | $451K | Hold |
1,148
| – | – | 2.87% | 4 |
|
|
2023
Q2 | $468K | Hold |
1,148
| – | – | 2.76% | 3 |
|
|
2023
Q1 | $432K | Sell |
1,148
-2,554
| -69% | -$960K | 2.67% | 5 |
|
|
2022
Q4 | $1.3M | Buy |
3,702
+2,554
| +222% | +$898K | 7.39% | 1 |
|
|
2022
Q3 | $377K | Buy |
+1,148
| New | +$377K | 2.61% | 6 |
|