DBK Financial Counsel’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 | $3.13M | Buy |
5,511
+440
| +9% | +$250K | 2.83% | 13 |
|
|
2025
Q1 | $2.61M | Sell |
5,071
-194
| -4% | -$99.7K | 2.61% | 15 |
|
|
2024
Q4 | $2.84M | Sell |
5,265
-71
| -1% | -$38.3K | 2.86% | 13 |
|
|
2024
Q3 | $2.82M | Sell |
5,336
-44
| -0.8% | -$23.2K | 2.85% | 12 |
|
|
2024
Q2 | $2.69M | Sell |
5,380
-73
| -1% | -$36.5K | 2.93% | 11 |
|
|
2024
Q1 | $2.62M | Sell |
5,453
-17
| -0.3% | -$8.17K | 2.75% | 12 |
|
|
2023
Q4 | $2.39M | Sell |
5,470
-120
| -2% | -$52.4K | 2.74% | 10 |
|
|
2023
Q3 | $2.2M | Buy |
5,590
+245
| +5% | +$96.2K | 2.89% | 11 |
|
|
2023
Q2 | $2.18M | Sell |
5,345
-6
| -0.1% | -$2.44K | 2.93% | 12 |
|
|
2023
Q1 | $2.01M | Buy |
5,351
+1,100
| +26% | +$414K | 2.79% | 13 |
|
|
2022
Q4 | $1.49M | Buy |
4,251
+490
| +13% | +$172K | 2.38% | 16 |
|
|
2022
Q3 | $1.24M | Sell |
3,761
-30
| -0.8% | -$9.85K | 2.13% | 15 |
|
|
2022
Q2 | $1.32M | Buy |
3,791
+2,057
| +119% | +$714K | 2.13% | 15 |
|
|
2022
Q1 | $720K | Sell |
1,734
-60
| -3% | -$24.9K | 1.06% | 20 |
|
|
2021
Q4 | $783K | Buy |
+1,794
| New | +$783K | 1.12% | 20 |
|