Avantax Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
9,712
+213
| +2% | +$84.5K | 0.02% | 540 |
|
|
2025
Q1 | $3.18M | Buy |
9,499
+2,460
| +35% | +$823K | 0.02% | 559 |
|
|
2024
Q4 | $2.58M | Buy |
7,039
+2,179
| +45% | +$798K | 0.02% | 604 |
|
|
2024
Q3 | $1.68M | Buy |
4,860
+815
| +20% | +$281K | 0.01% | 783 |
|
|
2024
Q2 | $1.35M | Buy |
4,045
+1,254
| +45% | +$418K | 0.01% | 825 |
|
|
2024
Q1 | $851K | Buy |
2,791
+268
| +11% | +$81.7K | 0.01% | 814 |
|
|
2023
Q4 | $683K | Buy |
2,523
+431
| +21% | +$117K | 0.01% | 859 |
|
|
2023
Q3 | $516K | Buy |
2,092
+292
| +16% | +$72.1K | 0.01% | 933 |
|
|
2023
Q2 | $457K | Buy |
1,800
+22
| +1% | +$5.59K | 0.01% | 975 |
|
|
2023
Q1 | $410K | Buy |
1,778
+435
| +32% | +$100K | 0.01% | 995 |
|
|
2022
Q4 | $283K | Sell |
1,343
-149
| -10% | -$31.4K | ﹤0.01% | 1137 |
|
|
2022
Q3 | $311K | Buy |
1,492
+289
| +24% | +$60.2K | ﹤0.01% | 988 |
|
|
2022
Q2 | $262K | Sell |
1,203
-103
| -8% | -$22.4K | ﹤0.01% | 1072 |
|
|
2022
Q1 | $361K | Buy |
1,306
+107
| +9% | +$29.6K | 0.01% | 918 |
|
|
2021
Q4 | $362K | Buy |
1,199
+100
| +9% | +$30.2K | 0.01% | 893 |
|
|
2021
Q3 | $294K | Sell |
1,099
-17
| -2% | -$4.55K | ﹤0.01% | 933 |
|
|
2021
Q2 | $292K | Buy |
1,116
+85
| +8% | +$22.2K | 0.01% | 917 |
|
|
2021
Q1 | $242K | Buy |
1,031
+116
| +13% | +$27.2K | 0.01% | 896 |
|
|
2020
Q4 | $210K | Sell |
915
-4,751
| -84% | -$1.09M | 0.01% | 863 |
|
|
2020
Q3 | $1.18M | Buy |
5,666
+3,830
| +209% | +$799K | 0.02% | 494 |
|
|
2020
Q2 | $343K | Sell |
1,836
-153
| -8% | -$28.6K | 0.01% | 591 |
|
|
2020
Q1 | $296K | Buy |
1,989
+298
| +18% | +$44.3K | 0.01% | 579 |
|
|
2019
Q4 | $295K | Buy |
+1,691
| New | +$295K | 0.01% | 631 |
|