DWM
Drive Wealth Management’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 | $2.15M | Sell |
3,781
-16
| -0.4% | -$9.12K | 0.47% | 47 |
|
|
2025
Q1 | $1.95M | Sell |
3,797
-596
| -14% | -$306K | 0.46% | 47 |
|
|
2024
Q4 | $2.37M | Buy |
4,393
+189
| +4% | +$102K | 0.58% | 31 |
|
|
2024
Q3 | $2.23M | Buy |
4,204
+254
| +6% | +$134K | 0.58% | 28 |
|
|
2024
Q2 | $1.98M | Sell |
3,950
-22
| -0.6% | -$11K | 0.53% | 33 |
|
|
2024
Q1 | $1.91M | Sell |
3,972
-51
| -1% | -$24.5K | 0.53% | 34 |
|
|
2023
Q4 | $1.76M | Sell |
4,023
-71
| -2% | -$31K | 0.57% | 34 |
|
|
2023
Q3 | $1.61M | Buy |
4,094
+199
| +5% | +$78.4K | 0.59% | 38 |
|
|
2023
Q2 | $1.59M | Hold |
3,895
| – | – | 0.59% | 35 |
|
|
2023
Q1 | $1.46M | Sell |
3,895
-185
| -5% | -$69.6K | 0.61% | 38 |
|
|
2022
Q4 | $1.43M | Buy |
+4,080
| New | +$1.43M | 0.72% | 32 |
|