DBK Financial Counsel’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
2025
Q3
$4.43M Buy
2025
Q2
$3.13M Buy
2025
Q1
$2.61M Sell
2024
Q4
$2.84M Sell
2024
Q3
$2.82M Sell
2024
Q2
$2.69M Sell
2024
Q1
$2.62M Sell
2023
Q4
$2.39M Sell
2023
Q3
$2.2M Buy
2023
Q2
$2.18M Sell
2023
Q1
$2.01M Buy
2022
Q4
$1.49M Buy
2022
Q3
$1.24M Sell
2022
Q2
$1.31M Buy
2022
Q1
$720K Sell
2021
Q4
$783K Buy