DWMS
Dominguez Wealth Management 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 | $614K | Hold |
1,081
| – | – | 0.43% | 40 |
|
|
2025
Q1 | $556K | Buy |
1,081
+1
| +0.1% | +$514 | 0.41% | 43 |
|
|
2024
Q4 | $582K | Buy |
1,080
+3
| +0.3% | +$1.62K | 0.42% | 39 |
|
|
2024
Q3 | $568K | Buy |
1,077
+1
| +0.1% | +$528 | 0.41% | 43 |
|
|
2024
Q2 | $538K | Hold |
1,076
| – | – | 0.41% | 42 |
|
|
2024
Q1 | $517K | Sell |
1,076
-136
| -11% | -$65.4K | 0.41% | 43 |
|
|
2023
Q4 | $529K | Buy |
1,212
+4
| +0.3% | +$1.75K | 0.44% | 40 |
|
|
2023
Q3 | $474K | Buy |
1,208
+2
| +0.2% | +$785 | 0.44% | 40 |
|
|
2023
Q2 | $491K | Hold |
1,206
| – | – | 0.43% | 42 |
|
|
2023
Q1 | $453K | Buy |
1,206
+3
| +0.2% | +$1.13K | 0.42% | 42 |
|
|
2022
Q4 | $423K | Buy |
+1,203
| New | +$423K | 0.42% | 41 |
|