VAMG
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Voisard Asset Management Group’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Voisard Asset Management Group’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-106
Closed -$6.71K – 212
2024
Q3 		$6.71K Buy
+106
New +$6.46K ﹤0.01% 325

Other funds holding DCOR

Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

Voisard Asset Management Group's DCOR Position: Q4 2024 in Review

Voisard Asset Management Group sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q4 2024, closing a stake of 106 shares — an estimated $6.71K sold.

Voisard Asset Management Group first reported a position in DCOR in Q3 2024 and held it in 1 quarter. The position peaked at $6.71K in Q3 2024. 129 funds tracked by Wall St. Rank hold DCOR as of Q4 2024.

  • Voisard Asset Management Group reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 106 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q4 2024, an estimated $6.71K.
  • Voisard Asset Management Group first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $6.71K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.