DWA
Dougherty Wealth Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-74
| Closed | -$32.3K | – | 126 |
|
|
2023
Q4 | $32.3K | Hold |
74
| – | – | 0.03% | 98 |
|
|
2023
Q3 | $29.1K | Sell |
74
-3
| -4% | -$1.18K | 0.03% | 95 |
|
|
2023
Q2 | $31.4K | Hold |
77
| – | – | 0.04% | 95 |
|
|
2023
Q1 | $29K | Hold |
77
| – | – | 0.04% | 102 |
|
|
2022
Q4 | $27.1K | Hold |
77
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $25K | Hold |
77
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $27K | Buy |
+77
| New | +$27K | 0.05% | 101 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$5K | – | 218 |
|
|
2019
Q2 | $5K | Hold |
18
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $5K | Sell |
18
-1
| -5% | -$278 | 0.02% | 184 |
|
|
2018
Q4 | $5K | Buy |
+19
| New | +$5K | 0.02% | 196 |
|