Accel Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-615
| Closed | -$142K | – | 850 |
|
|
2023
Q1 | $142K | Hold |
615
| – | – | 0.06% | 268 |
|
|
2022
Q4 | $130K | Hold |
615
| – | – | 0.06% | 208 |
|
|
2022
Q3 | $136K | Hold |
615
| – | – | 0.07% | 210 |
|
|
2022
Q2 | $139K | Buy |
615
+65
| +12% | +$14.7K | 0.08% | 189 |
|
|
2022
Q1 | $152K | Buy |
550
+72
| +15% | +$19.9K | 0.08% | 192 |
|
|
2021
Q4 | $144K | Buy |
478
+300
| +169% | +$90.4K | 0.07% | 209 |
|
|
2021
Q3 | $47K | Hold |
178
| – | – | 0.03% | 335 |
|
|
2021
Q2 | $47K | Hold |
178
| – | – | 0.03% | 351 |
|
|
2021
Q1 | $42K | Hold |
178
| – | – | 0.03% | 347 |
|
|
2020
Q4 | $41K | Buy |
+178
| New | +$41K | 0.04% | 334 |
|