BWG
Balanced Wealth Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
4,106
-58
| -1% | -$23.8K | 0.73% | 21 |
|
|
2025
Q1 | $1.39M | Sell |
4,164
-66
| -2% | -$22.1K | 0.67% | 22 |
|
|
2024
Q4 | $1.59M | Sell |
4,230
-494
| -10% | -$186K | 0.71% | 21 |
|
|
2024
Q3 | $1.63M | Buy |
4,724
+6
| +0.1% | +$2.07K | 0.72% | 22 |
|
|
2024
Q2 | $1.59M | Buy |
4,718
+181
| +4% | +$60.8K | 0.72% | 22 |
|
|
2024
Q1 | $1.39M | Sell |
4,537
-169
| -4% | -$51.6K | 0.62% | 25 |
|
|
2023
Q4 | $1.27M | Buy |
+4,706
| New | +$1.27M | 0.66% | 26 |
|