Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-477
| Closed | -$76K | – | 1167 |
|
|
2018
Q3 | $76K | Buy |
+477
| New | +$76K | 0.01% | 397 |
|
|
2018
Q2 | – | Sell |
-227
| Closed | -$32K | – | 1441 |
|
|
2018
Q1 | $32K | Buy |
+227
| New | +$32K | ﹤0.01% | 628 |
|
|
2017
Q4 | – | Sell |
-3,085
| Closed | -$397K | – | 359 |
|
|
2017
Q3 | $397K | Buy |
+3,085
| New | +$397K | 0.03% | 239 |
|