Simplicity Solutions’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.57M | Sell |
5,812
-644
| -10% | -$174K | 0.04% | 349 |
|
|
2023
Q3 | $1.59M | Buy |
6,456
+2,019
| +46% | +$498K | 0.05% | 323 |
|
|
2023
Q2 | $1.13M | Hold |
4,437
| – | – | 0.03% | 435 |
|
|
2023
Q1 | $1.02M | Buy |
+4,437
| New | +$1.02M | 0.03% | 482 |
|
|
2021
Q1 | – | Sell |
-12,875
| Closed | -$2.96M | – | 964 |
|
|
2020
Q4 | $2.96M | Sell |
12,875
-3,143
| -20% | -$723K | 0.04% | 307 |
|
|
2020
Q3 | $3.34M | Buy |
16,018
+4,844
| +43% | +$1.01M | 0.06% | 246 |
|
|
2020
Q2 | $2.09M | Sell |
11,174
-25,858
| -70% | -$4.83M | 0.04% | 304 |
|
|
2020
Q1 | $5.51M | Sell |
37,032
-19,754
| -35% | -$2.94M | 0.17% | 111 |
|
|
2019
Q4 | $9.9M | Buy |
56,786
+4,817
| +9% | +$840K | 0.3% | 61 |
|
|
2019
Q3 | $8.4M | Sell |
51,969
-1,463
| -3% | -$237K | 0.34% | 49 |
|
|
2019
Q2 | $8.61M | Buy |
53,432
+35,474
| +198% | +$5.71M | 0.37% | 46 |
|
|
2019
Q1 | $2.78M | Buy |
17,958
+14,984
| +504% | +$2.32M | 0.17% | 117 |
|
|
2018
Q4 | $401K | Sell |
2,974
-56,314
| -95% | -$7.59M | 0.05% | 360 |
|
|
2018
Q3 | $9.42M | Buy |
59,288
+55,688
| +1,547% | +$8.84M | 0.54% | 36 |
|
|
2018
Q2 | $526K | Buy |
3,600
+1,427
| +66% | +$209K | 0.04% | 239 |
|
|
2018
Q1 | $302K | Buy |
+2,173
| New | +$302K | 0.03% | 283 |
|