JDM Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Sell |
65,784
-817
| -1% | -$464K | 17.63% | 1 |
|
|
2025
Q1 | $34.2M | Sell |
66,601
-1,149
| -2% | -$590K | 17.37% | 1 |
|
|
2024
Q4 | $36.5M | Buy |
67,750
+346
| +0.5% | +$186K | 18.97% | 1 |
|
|
2024
Q3 | $35.6M | Sell |
67,404
-6,862
| -9% | -$3.62M | 19.34% | 1 |
|
|
2024
Q2 | $37.1M | Buy |
74,266
+2,932
| +4% | +$1.47M | 25.09% | 1 |
|
|
2024
Q1 | $34.3M | Buy |
71,334
+1,871
| +3% | +$899K | 25% | 1 |
|
|
2023
Q4 | $30.3M | Sell |
69,463
-32
| -0% | -$14K | 25.17% | 1 |
|
|
2023
Q3 | $27.3M | Sell |
69,495
-1,721
| -2% | -$676K | 25.16% | 1 |
|
|
2023
Q2 | $29M | Sell |
71,216
-672
| -0.9% | -$274K | 25.2% | 1 |
|
|
2023
Q1 | $27M | Sell |
71,888
-1,671
| -2% | -$628K | 24.91% | 1 |
|
|
2022
Q4 | $25.8M | Buy |
+73,559
| New | +$25.8M | 24.73% | 1 |
|