Clifford Swan Investment Counsel’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 | $230K | Buy |
+579
| New | +$230K | 0.01% | 294 |
|
2025
Q1 | – | Sell |
-569
| Closed | -$208K | – | 315 |
|
2024
Q4 | $208K | Sell |
569
-55
| -9% | -$20.1K | 0.01% | 298 |
|
2024
Q3 | $215K | Hold |
624
| – | – | 0.01% | 304 |
|
2024
Q2 | $208K | Buy |
+624
| New | +$208K | 0.01% | 298 |
|
2022
Q1 | – | Sell |
-912
| Closed | -$275K | – | 336 |
|
2021
Q4 | $275K | Sell |
912
-53
| -5% | -$16K | 0.01% | 298 |
|
2021
Q3 | $280K | Buy |
+965
| New | +$280K | 0.01% | 297 |
|