Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.96M | Buy |
87,762
+29,868
| +52% | +$2.16M | 0.07% | 121 |
|
|
2025
Q4 | $4.29M | Sell |
57,894
-1,224
| -2% | -$90.1K | 0.05% | 149 |
|
|
2025
Q3 | $4.29M | Sell |
59,118
-1,476
| -2% | -$102K | 0.06% | 141 |
|
|
2025
Q2 | $4M | Buy |
60,594
+9,468
| +19% | +$563K | 0.06% | 134 |
|
|
2025
Q1 | $2.85M | Sell |
51,126
-16,374
| -24% | -$992K | 0.04% | 158 |
|
|
2024
Q4 | $4.12M | Sell |
67,500
-5,394
| -7% | -$324K | 0.06% | 121 |
|
|
2024
Q3 | $4.19M | Sell |
72,894
-2,160
| -3% | -$120K | 0.07% | 120 |
|
|
2024
Q2 | $4.17M | Sell |
75,054
-6,582
| -8% | -$341K | 0.07% | 108 |
|
|
2024
Q1 | $4.15M | Sell |
81,636
-5,184
| -6% | -$250K | 0.07% | 109 |
|
|
2023
Q4 | $3.92M | Sell |
86,820
-696
| -0.8% | -$29.8K | 0.07% | 107 |
|
|
2023
Q3 | $3.6M | Sell |
87,516
-1,536
| -2% | -$65.3K | 0.07% | 98 |
|
|
2023
Q2 | $3.77M | Sell |
89,052
-1,500
| -2% | -$59.6K | 0.08% | 95 |
|
|
2023
Q1 | $3.48M | Buy |
90,552
+5,862
| +7% | +$215K | 0.07% | 94 |
|
|
2022
Q4 | $2.98M | Buy |
84,690
+70,974
| +517% | +$2.56M | 0.07% | 105 |
|
|
2022
Q3 | $477K | Buy |
13,716
+1,878
| +16% | +$73.3K | 0.01% | 289 |
|
|
2022
Q2 | $429K | Buy |
11,838
+1,848
| +18% | +$73.5K | 0.01% | 308 |
|
|
2022
Q1 | $459K | Hold |
9,990
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $502K | Sell |
9,990
-174
| -2% | -$8.43K | 0.01% | 282 |
|
|
2021
Q3 | $452K | Buy |
10,164
+1,656
| +19% | +$75.9K | 0.01% | 288 |
|
|
2021
Q2 | $372K | Sell |
8,508
-1,446
| -15% | -$60.2K | 0.01% | 307 |
|
|
2021
Q1 | $390K | Hold |
9,954
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $382K | Buy |
9,954
+108
| +1% | +$3.94K | 0.01% | 274 |
|
|
2020
Q3 | $342K | Sell |
9,846
-90
| -0.9% | -$3.06K | 0.01% | 220 |
|
|
2020
Q2 | $310K | Buy |
+9,936
| New | +$286K | 0.01% | 215 |
|
Other funds holding VOOG
TPCW
