DK
David Kennon’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66M | Buy |
116,235
+31,153
| +37% | +$17.7M | 24.67% | 1 |
|
|
2025
Q1 | $43.7M | Sell |
85,082
-1,689
| -2% | -$868K | 17.41% | 1 |
|
|
2024
Q4 | $46.8M | Sell |
86,771
-143
| -0.2% | -$77.1K | 18.44% | 1 |
|
|
2024
Q3 | $45.9M | Buy |
86,914
+110
| +0.1% | +$58K | 18.06% | 1 |
|
|
2024
Q2 | $43.4M | Sell |
86,804
-1,284
| -1% | -$642K | 18.23% | 1 |
|
|
2024
Q1 | $42.3M | Sell |
88,088
-1,240
| -1% | -$596K | 18.1% | 1 |
|
|
2023
Q4 | $39M | Buy |
89,328
+556
| +0.6% | +$243K | 17.48% | 1 |
|
|
2023
Q3 | $34.9M | Buy |
88,772
+530
| +0.6% | +$208K | 16.72% | 1 |
|
|
2023
Q2 | $35.9M | Buy |
88,242
+2,986
| +4% | +$1.22M | 16.74% | 1 |
|
|
2023
Q1 | $32.1M | Buy |
+85,256
| New | +$32.1M | 15.65% | 1 |
|