DP
Denver PWM’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Buy |
13,966
+1,200
| +9% | +$682K | 2.47% | 14 |
|
|
2025
Q1 | $6.56M | Sell |
12,766
-6,396
| -33% | -$3.29M | 2.36% | 14 |
|
|
2024
Q4 | $10.3M | Buy |
19,162
+32
| +0.2% | +$17.2K | 4% | 12 |
|
|
2024
Q3 | $10.1M | Buy |
19,130
+353
| +2% | +$186K | 3.83% | 11 |
|
|
2024
Q2 | $9.39M | Buy |
18,777
+1,023
| +6% | +$512K | 3.75% | 11 |
|
|
2024
Q1 | $8.41M | Buy |
17,754
+16,641
| +1,495% | +$7.88M | 3.25% | 13 |
|
|
2023
Q4 | $479K | Buy |
1,113
+463
| +71% | +$199K | 0.22% | 50 |
|
|
2023
Q3 | $254K | Sell |
650
-4
| -0.6% | -$1.57K | 0.11% | 84 |
|
|
2023
Q2 | $266K | Buy |
+654
| New | +$266K | 0.11% | 81 |
|
|
2019
Q4 | – | Sell |
-134
| Closed | -$36.4K | – | 210 |
|
|
2019
Q3 | $36.4K | Buy |
+134
| New | +$36.4K | 0.02% | 142 |
|