DAS
Diversify Advisory Services’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 | $42.4M | Buy |
71,768
+14,839
| +26% | +$8.77M | 1.62% | 11 |
|
|
2025
Q1 | $29M | Sell |
56,929
-912
| -2% | -$465K | 1.81% | 9 |
|
|
2024
Q4 | $30.9M | Buy |
57,841
+10,383
| +22% | +$5.54M | 1.7% | 11 |
|
|
2024
Q3 | $25.4M | Buy |
47,458
+6,953
| +17% | +$3.73M | 1.37% | 12 |
|
|
2024
Q2 | $20.7M | Buy |
40,505
+468
| +1% | +$239K | 1.13% | 18 |
|
|
2024
Q1 | $19.2M | Buy |
+40,037
| New | +$19.2M | 1.13% | 16 |
|