HB 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 | $200K | Sell |
504
-557
| -52% | -$221K | ﹤0.01% | 1090 |
|
|
2025
Q1 | $355K | Buy |
+1,061
| New | +$355K | ﹤0.01% | 879 |
|
|
2024
Q3 | – | Sell |
-743
| Closed | -$248K | – | 991 |
|
|
2024
Q2 | $248K | Buy |
+743
| New | +$248K | ﹤0.01% | 763 |
|
|
2024
Q1 | – | Sell |
-1,393
| Closed | -$377K | – | 862 |
|
|
2023
Q4 | $377K | Buy |
1,393
+107
| +8% | +$29K | 0.01% | 528 |
|
|
2023
Q3 | $317K | Sell |
1,286
-8
| -0.6% | -$1.98K | 0.01% | 545 |
|
|
2023
Q2 | $329K | Sell |
1,294
-1,607
| -55% | -$408K | 0.01% | 519 |
|
|
2023
Q1 | $669K | Buy |
2,901
+1,264
| +77% | +$291K | 0.01% | 355 |
|
|
2022
Q4 | $345K | Buy |
+1,637
| New | +$345K | 0.01% | 485 |
|