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Balanced Wealth Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Balanced Wealth Group’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Sell
23,232
-1,434
-6% -$104K 0.57% 24
2025
Q4 		$1.8M Sell
24,666
-84
-0.3% -$6.18K 0.66% 23
2025
Q3 		$1.62M Buy
24,750
+114
+0.5% +$7.88K 0.71% 21
2025
Q2 		$1.69M Sell
24,636
-348
-1% -$20.7K 0.73% 21
2025
Q1 		$1.39M Sell
24,984
-396
-2% -$24K 0.67% 22
2024
Q4 		$1.59M Sell
25,380
-2,964
-10% -$178K 0.71% 21
2024
Q3 		$1.63M Buy
28,344
+36
+0.1% +$2K 0.72% 22
2024
Q2 		$1.59M Buy
28,308
+1,086
+4% +$56.3K 0.72% 22
2024
Q1 		$1.39M Sell
27,222
-1,014
-4% -$49K 0.62% 25
2023
Q4 		$1.27M Buy
+28,236
New +$1.21M 0.66% 26

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return