Householder Group Estate & Retirement Specialist’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 | – | Sell |
-236
| Closed | -$81K | – | 1208 |
|
|
2024
Q3 | $81K | Hold |
236
| – | – | 0.02% | 401 |
|
|
2024
Q2 | $78K | Sell |
236
-40
| -14% | -$13.2K | 0.02% | 400 |
|
|
2024
Q1 | $84.1K | Hold |
276
| – | – | 0.03% | 377 |
|
|
2023
Q4 | $74K | Sell |
276
-555
| -67% | -$149K | 0.02% | 392 |
|
|
2023
Q3 | $205K | Buy |
+831
| New | +$205K | 0.07% | 217 |
|
|
2023
Q1 | $309K | Buy |
+1,339
| New | +$309K | 0.12% | 159 |
|
|
2022
Q4 | – | Sell |
-1,637
| Closed | -$341K | – | 1133 |
|
|
2022
Q3 | $341K | Sell |
1,637
-673
| -29% | -$140K | 0.14% | 142 |
|
|
2022
Q2 | $503K | Sell |
2,310
-920
| -28% | -$200K | 0.22% | 108 |
|
|
2022
Q1 | $890K | Sell |
3,230
-1,165
| -27% | -$321K | 0.36% | 73 |
|
|
2021
Q4 | $1.33M | Buy |
+4,395
| New | +$1.33M | 0.49% | 54 |
|