Zhang 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
7,484
+535
| +8% | +$212K | 0.14% | 86 |
|
|
2025
Q1 | $2.32M | Buy |
6,949
+2,390
| +52% | +$799K | 0.12% | 93 |
|
|
2024
Q4 | $1.67M | Buy |
4,559
+57
| +1% | +$20.9K | 0.1% | 112 |
|
|
2024
Q3 | $1.55M | Sell |
4,502
-60
| -1% | -$20.7K | 0.1% | 106 |
|
|
2024
Q2 | $1.52M | Buy |
4,562
+10
| +0.2% | +$3.34K | 0.11% | 103 |
|
|
2024
Q1 | $1.39M | Hold |
4,552
| – | – | 0.1% | 112 |
|
|
2023
Q4 | $1.23M | Buy |
4,552
+794
| +21% | +$215K | 0.11% | 110 |
|
|
2023
Q3 | $928K | Buy |
3,758
+294
| +8% | +$72.6K | 0.09% | 119 |
|
|
2023
Q2 | $880K | Buy |
+3,464
| New | +$880K | 0.09% | 123 |
|
|
2022
Q2 | – | Sell |
-817
| Closed | -$225K | – | 233 |
|
|
2022
Q1 | $225K | Hold |
817
| – | – | 0.04% | 199 |
|
|
2021
Q4 | $247K | Sell |
817
-121
| -13% | -$36.6K | 0.04% | 179 |
|
|
2021
Q3 | $250K | Hold |
938
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $246K | Buy |
938
+12
| +1% | +$3.15K | 0.06% | 123 |
|
|
2021
Q1 | $218K | Hold |
926
| – | – | 0.06% | 120 |
|
|
2020
Q4 | $213K | Buy |
+926
| New | +$213K | 0.07% | 106 |
|