Level Financial Advisors’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
Q1 | – | Sell |
-150
| Closed | -$40.6K | – | 254 |
|
|
2023
Q4 | $40.6K | Hold |
150
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $37K | Hold |
150
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $38.1K | Hold |
150
| – | – | 0.02% | 120 |
|
|
2023
Q1 | $34.6K | Hold |
150
| – | – | 0.02% | 113 |
|
|
2022
Q4 | $32K | Hold |
150
| – | – | 0.02% | 110 |
|
|
2022
Q3 | $31K | Hold |
150
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $33K | Hold |
150
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $41K | Hold |
150
| – | – | 0.03% | 104 |
|
|
2021
Q4 | $45K | Buy |
+150
| New | +$45K | 0.03% | 105 |
|