CWM
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Centricity 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
2025
Q2
$4.04M Buy
10,183
+277
+3% +$110K 3.23% 7
2025
Q1
$3.31M Buy
9,906
+1,355
+16% +$453K 3.01% 8
2024
Q4
$3.13M Buy
+8,551
New +$3.13M 2.92% 7