Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
522
+17
| +3% | +$6.74K | 0.03% | 197 |
|
|
2025
Q1 | $169K | Sell |
505
-33
| -6% | -$11K | 0.03% | 200 |
|
|
2024
Q4 | $197K | Sell |
538
-12
| -2% | -$4.39K | 0.03% | 199 |
|
|
2024
Q3 | $190K | Buy |
550
+546
| +13,650% | +$189K | 0.03% | 206 |
|
|
2024
Q2 | $1.37K | Hold |
4
| – | – | ﹤0.01% | 700 |
|
|
2024
Q1 | $1.25K | Hold |
4
| – | – | ﹤0.01% | 783 |
|
|
2023
Q4 | $1.11K | Hold |
4
| – | – | ﹤0.01% | 754 |
|
|
2023
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 945 |
|
|
2023
Q2 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 946 |
|
|
2023
Q1 | $934 | Hold |
4
| – | – | ﹤0.01% | 903 |
|
|
2022
Q4 | $852 | Buy |
+4
| New | +$852 | ﹤0.01% | 1098 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1128 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1259 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1271 |
|