RMR Wealth Builders’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,952	Closed	-$404K	–	266
2023 Q4	$404K	Sell	8,952 -4,842	-35%	-$207K	0.06%	165
2023 Q3	$567K	Buy	13,794 +1,368	+11%	+$58.2K	0.09%	121
2023 Q2	$528K	Hold	12,426	–	–	0.09%	108
2023 Q1	$477K	Sell	12,426 -246	-2%	-$9.04K	0.09%	110
2022 Q4	$445K	Sell	12,672 -456	-3%	-$16.5K	0.1%	105
2022 Q3	$457K	Buy	13,128 +324	+3%	+$12.7K	0.11%	100
2022 Q2	$465K	Sell	12,804 -912	-7%	-$36.3K	0.12%	112
2022 Q1	$630K	Sell	13,716 -858	-6%	-$38.7K	0.14%	103
2021 Q4	$733K	Sell	14,574 -240	-2%	-$11.6K	0.21%	49
2021 Q3	$660K	Buy	+14,814	New	+$679K	0.19%	81