Safeguard Financial’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
-707
Closed -$244K 134
2024
Q3
$244K Hold
707
0.06% 105
2024
Q2
$236K Buy
707
+48
+7% +$16K 0.07% 90
2024
Q1
$201K Sell
659
-247
-27% -$75.3K 0.07% 81
2023
Q4
$245K Sell
906
-14
-2% -$3.79K 0.09% 69
2023
Q3
$227K Buy
920
+4
+0.4% +$987 0.11% 65
2023
Q2
$232K Sell
916
-73
-7% -$18.5K 0.11% 60
2023
Q1
$228K Buy
+989
New +$228K 0.14% 60