Secure Asset Management’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	-5,400	Closed	-$244K	–	259
2023 Q4	$244K	Sell	5,400 -270	-5%	-$11.6K	0.07%	198
2023 Q3	$233K	Buy	5,670 +12	+0.2%	+$510	0.07%	187
2023 Q2	$240K	Sell	5,658 -72	-1%	-$2.86K	0.07%	168
2023 Q1	$220K	Buy	5,730 +18	+0.3%	+$661	0.07%	172
2022 Q4	$201K	Sell	5,712 -60	-1%	-$2.17K	0.07%	192
2022 Q3	$201K	Hold	5,772	–	–	0.11%	148
2022 Q2	$209K	Buy	5,772 +12	+0.2%	+$477	0.12%	154
2022 Q1	$265K	Sell	5,760 -294	-5%	-$13.3K	0.12%	154
2021 Q4	$304K	Sell	6,054 -1,044	-15%	-$50.6K	0.12%	145
2021 Q3	$316K	Hold	7,098	–	–	0.16%	117
2021 Q2	$310K	Sell	7,098 -4,194	-37%	-$175K	0.16%	130
2021 Q1	$442K	Sell	11,292 -4,380	-28%	-$170K	0.25%	90
2020 Q4	$601K	Buy	15,672 +1,122	+8%	+$40.9K	0.35%	58
2020 Q3	$506K	Buy	+14,550	New	+$495K	0.35%	64