Dopkins 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
650
| – | – | 0.12% | 68 |
|
|
2025
Q1 | $217K | Sell |
650
-3
| -0.5% | -$1K | 0.11% | 75 |
|
|
2024
Q4 | $239K | Buy |
+653
| New | +$239K | 0.12% | 71 |
|
|
2024
Q3 | – | Sell |
-653
| Closed | -$218K | – | 86 |
|
|
2024
Q2 | $218K | Sell |
653
-14
| -2% | -$4.67K | 0.13% | 72 |
|
|
2024
Q1 | $203K | Buy |
+667
| New | +$203K | 0.12% | 80 |
|
|
2023
Q4 | – | Sell |
-1,683
| Closed | -$415K | – | 56 |
|
|
2023
Q3 | $415K | Sell |
1,683
-19
| -1% | -$4.69K | 0.31% | 38 |
|
|
2023
Q2 | $432K | Sell |
1,702
-442
| -21% | -$112K | 0.39% | 27 |
|
|
2023
Q1 | $494K | Buy |
2,144
+4
| +0.2% | +$922 | 0.46% | 21 |
|
|
2022
Q4 | $451K | Buy |
2,140
+30
| +1% | +$6.33K | 0.4% | 29 |
|
|
2022
Q3 | $440K | Hold |
2,110
| – | – | 0.49% | 24 |
|
|
2022
Q2 | $459K | Buy |
2,110
+2
| +0.1% | +$435 | 0.5% | 19 |
|
|
2022
Q1 | $581K | Buy |
2,108
+100
| +5% | +$27.6K | 0.63% | 17 |
|
|
2021
Q4 | $606K | Buy |
+2,008
| New | +$606K | 0.6% | 17 |
|