DWM
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DKM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

DKM Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$500K Sell
881
-8
-0.9% -$4.54K 0.43% 30
2025
Q1 		$457K Hold
889
– – 0.44% 31
2024
Q4 		$479K Buy
+889
New +$479K 0.45% 32