Daymark Wealth Partners’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 | $47M | Sell |
82,672
-13,473
| -14% | -$7.65M | 1.79% | 8 |
|
|
2025
Q1 | $49.4M | Sell |
96,145
-35,984
| -27% | -$18.5M | 2.12% | 7 |
|
|
2024
Q4 | $71.2M | Buy |
132,129
+8,496
| +7% | +$4.58M | 3.01% | 5 |
|
|
2024
Q3 | $65.2M | Buy |
123,633
+11,771
| +11% | +$6.21M | 2.76% | 5 |
|
|
2024
Q2 | $55.9M | Buy |
111,862
+4,824
| +5% | +$2.41M | 2.57% | 6 |
|
|
2024
Q1 | $51.5M | Buy |
107,038
+21,565
| +25% | +$10.4M | 2.77% | 5 |
|
|
2023
Q4 | $37.3M | Buy |
85,473
+23,157
| +37% | +$10.1M | 2.29% | 7 |
|
|
2023
Q3 | $24.5M | Buy |
62,316
+26,635
| +75% | +$10.5M | 1.69% | 12 |
|
|
2023
Q2 | $14.5M | Buy |
35,681
+25,325
| +245% | +$10.3M | 1.08% | 19 |
|
|
2023
Q1 | $3.89M | Buy |
10,356
+6,227
| +151% | +$2.34M | 0.52% | 46 |
|
|
2022
Q4 | $1.45M | Buy |
+4,129
| New | +$1.45M | 0.26% | 76 |
|