DWS
Discipline Wealth Solutions’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 | $10.2M | Buy |
17,978
+1,823
| +11% | +$1.04M | 3.91% | 6 |
|
|
2025
Q1 | $8.3M | Sell |
16,155
-1,576
| -9% | -$810K | 3.96% | 6 |
|
|
2024
Q4 | $9.55M | Buy |
17,731
+1,981
| +13% | +$1.07M | 4.42% | 6 |
|
|
2024
Q3 | $8.31M | Buy |
15,750
+1,884
| +14% | +$994K | 4.39% | 6 |
|
|
2024
Q2 | $6.93M | Buy |
13,866
+1,438
| +12% | +$719K | 5.47% | 6 |
|
|
2024
Q1 | $5.97M | Buy |
12,428
+376
| +3% | +$181K | 5.53% | 6 |
|
|
2023
Q4 | $5.47M | Buy |
+12,052
| New | +$5.47M | 5.47% | 6 |
|