DCM
Dimension 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
2,457
+892
| +57% | +$507K | 0.22% | 45 |
|
|
2025
Q1 | $804K | Hold |
1,565
| – | – | 0.14% | 51 |
|
|
2024
Q4 | $843K | Hold |
1,565
| – | – | 0.14% | 48 |
|
|
2024
Q3 | $826K | Hold |
1,565
| – | – | 0.15% | 50 |
|
|
2024
Q2 | $783K | Hold |
1,565
| – | – | 0.16% | 51 |
|
|
2024
Q1 | $752K | Hold |
1,565
| – | – | 0.15% | 53 |
|
|
2023
Q4 | $684K | Buy |
1,565
+32
| +2% | +$14K | 0.14% | 53 |
|
|
2023
Q3 | $602K | Sell |
1,533
-32
| -2% | -$12.6K | 0.14% | 41 |
|
|
2023
Q2 | $637K | Hold |
1,565
| – | – | 0.14% | 47 |
|
|
2023
Q1 | $589K | Hold |
1,565
| – | – | 0.13% | 50 |
|
|
2022
Q4 | $550K | Buy |
+1,565
| New | +$550K | 0.13% | 52 |
|