DCM
DGS Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.42M | Buy |
8,207
+1,641
| +25% | +$884K | 1.11% | 12 |
|
|
2024
Q3 | $3.46M | Buy |
6,566
+409
| +7% | +$216K | 0.94% | 16 |
|
|
2024
Q2 | $3.08M | Buy |
6,157
+127
| +2% | +$63.5K | 0.86% | 16 |
|
|
2024
Q1 | $2.9M | Buy |
6,030
+980
| +19% | +$471K | 0.82% | 16 |
|
|
2023
Q4 | $2.21M | Sell |
5,050
-152
| -3% | -$66.4K | 0.85% | 14 |
|
|
2023
Q3 | $2.04M | Sell |
5,202
-26
| -0.5% | -$10.2K | 1% | 14 |
|
|
2023
Q2 | $2.13M | Buy |
5,228
+1,778
| +52% | +$724K | 1.06% | 11 |
|
|
2023
Q1 | $1.3M | Buy |
3,450
+398
| +13% | +$150K | 0.72% | 21 |
|
|
2022
Q4 | $1.07M | Buy |
3,052
+945
| +45% | +$332K | 0.7% | 22 |
|
|
2022
Q3 | $692K | Sell |
2,107
-119
| -5% | -$39.1K | 0.46% | 35 |
|
|
2022
Q2 | $772K | Buy |
2,226
+367
| +20% | +$127K | 0.62% | 26 |
|
|
2022
Q1 | $772K | Buy |
1,859
+736
| +66% | +$306K | 0.47% | 34 |
|
|
2021
Q4 | $490K | Buy |
+1,123
| New | +$490K | 0.31% | 55 |
|