DWM
Diversify Wealth 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 | $20.6M | Buy |
34,877
+1,186
| +4% | +$701K | 1.27% | 13 |
|
|
2025
Q1 | $17.2M | Buy |
33,691
+28
| +0.1% | +$14.3K | 1.28% | 12 |
|
|
2024
Q4 | $18M | Buy |
33,663
+22,583
| +204% | +$12.1M | 1.4% | 12 |
|
|
2024
Q3 | $5.89M | Buy |
11,080
+5,343
| +93% | +$2.84M | 0.57% | 40 |
|
|
2024
Q2 | $2.73M | Buy |
+5,737
| New | +$2.73M | 0.34% | 70 |
|