Cassady Schiller Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $49.1K | Hold |
134
| – | – | 0.02% | 204 |
|
2024
Q3 | $46.4K | Hold |
134
| – | – | 0.02% | 205 |
|
2024
Q2 | $44.8K | Hold |
134
| – | – | 0.02% | 206 |
|
2024
Q1 | $40.9K | Hold |
134
| – | – | 0.02% | 227 |
|
2023
Q4 | $36.4K | Hold |
134
| – | – | 0.02% | 225 |
|
2023
Q3 | $33.1K | Hold |
134
| – | – | 0.02% | 226 |
|
2023
Q2 | $34.1K | Hold |
134
| – | – | 0.02% | 229 |
|
2023
Q1 | $30.9K | Hold |
134
| – | – | 0.01% | 235 |
|
2022
Q4 | $28.3K | Sell |
134
-907
| -87% | -$192K | 0.02% | 242 |
|
2022
Q3 | $217K | Buy |
+1,041
| New | +$217K | 0.13% | 97 |
|