DFG
Dupree Financial Group’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 | $925K | Sell |
1,628
-21
| -1% | -$11.9K | 0.36% | 41 |
|
|
2025
Q1 | $847K | Buy |
1,649
+5
| +0.3% | +$2.57K | 0.34% | 40 |
|
|
2024
Q4 | $886K | Buy |
1,644
+10
| +0.6% | +$5.39K | 0.4% | 35 |
|
|
2024
Q3 | $862K | Buy |
1,634
+62
| +4% | +$32.7K | 0.35% | 41 |
|
|
2024
Q2 | $786K | Buy |
1,572
+594
| +61% | +$297K | 0.36% | 36 |
|
|
2024
Q1 | $470K | Buy |
978
+1
| +0.1% | +$481 | 0.21% | 38 |
|
|
2023
Q4 | $427K | Buy |
+977
| New | +$427K | 0.21% | 36 |
|