DWP
Destiny Wealth Partners’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 | $1.76M | Buy |
3,095
+1
| +0% | +$568 | 0.24% | 68 |
|
2025
Q1 | $1.59M | Hold |
3,094
| – | – | 0.25% | 68 |
|
2024
Q4 | $1.67M | Hold |
3,094
| – | – | 0.27% | 69 |
|
2024
Q3 | $1.63M | Buy |
3,094
+186
| +6% | +$98.1K | 0.29% | 68 |
|
2024
Q2 | $1.45M | Buy |
+2,908
| New | +$1.45M | 0.26% | 69 |
|