JDM Financial Group’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 | $24.3M | Sell |
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|
2025
Q2 | $37.4M | Sell |
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|
2025
Q1 | $34.2M | Sell |
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|
2024
Q4 | $36.5M | Buy |
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|
2024
Q3 | $35.6M | Sell |
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|
2024
Q2 | $37.1M | Buy |
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|
2024
Q1 | $34.3M | Buy |
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|
2023
Q4 | $30.3M | Sell |
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|
2023
Q3 | $27.3M | Sell |
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|
2023
Q2 | $29M | Sell |
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|
2023
Q1 | $27M | Sell |
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|
2022
Q4 | $25.8M | Buy |
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