DWMG
DB Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15.7K | Hold |
36
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $14.1K | Hold |
36
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $14.7K | Hold |
36
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $13.5K | Hold |
36
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $12.6K | Sell |
36
-103
| -74% | -$36.2K | 0.01% | 260 |
|
|
2022
Q3 | $46K | Hold |
139
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $48K | Buy |
139
+13
| +10% | +$4.49K | 0.03% | 155 |
|
|
2022
Q1 | $52K | Sell |
126
-5,013
| -98% | -$2.07M | 0.03% | 164 |
|
|
2021
Q4 | $2.24M | Sell |
5,139
-607
| -11% | -$265K | 1.33% | 20 |
|
|
2021
Q3 | $2.27M | Sell |
5,746
-54
| -0.9% | -$21.3K | 1.46% | 18 |
|
|
2021
Q2 | $2.28M | Sell |
5,800
-20
| -0.3% | -$7.87K | 1.46% | 17 |
|
|
2021
Q1 | $2.12M | Buy |
5,820
+98
| +2% | +$35.7K | 1.45% | 17 |
|
|
2020
Q4 | $1.97M | Buy |
+5,722
| New | +$1.97M | 1.45% | 17 |
|