DB Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15.7K | Hold |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $14.7K | Hold |
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|
2023
Q1 | $13.5K | Hold |
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|
2022
Q4 | $12.6K | Sell |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $2.28M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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