THWM
Taylor Hoffman Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-267
| Closed | -$50K | – | 353 |
|
2020
Q2 | $50K | Buy |
+267
| New | +$50K | 0.03% | 196 |
|
2020
Q1 | – | Sell |
-215
| Closed | -$37K | – | 375 |
|
2019
Q4 | $37K | Hold |
215
| – | – | 0.02% | 231 |
|
2019
Q3 | $35K | Hold |
215
| – | – | 0.02% | 229 |
|
2019
Q2 | $35K | Buy |
215
+180
| +514% | +$29.3K | 0.03% | 215 |
|
2019
Q1 | $5K | Buy |
35
+12
| +52% | +$1.71K | ﹤0.01% | 334 |
|
2018
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 363 |
|