Donaldson Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3M | Buy |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $437K | Hold |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $279K | Buy |
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