DWM
Doyle Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,540
| Closed | -$205K | – | 213 |
|
|
2022
Q2 | $205K | Buy |
1,540
+2
| +0.1% | +$266 | 0.02% | 204 |
|
|
2022
Q1 | $232K | Buy |
+1,538
| New | +$232K | 0.02% | 221 |
|
|
2019
Q3 | – | Sell |
-95
| Closed | -$11K | – | 746 |
|
|
2019
Q2 | $11K | Buy |
+95
| New | +$11K | ﹤0.01% | 622 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$9K | – | 740 |
|
|
2018
Q4 | $9K | Buy |
+95
| New | +$9K | ﹤0.01% | 650 |
|