CWS Financial Advisors’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 | $875K | Buy |
2,206
+40
| +2% | +$15.9K | 0.25% | 50 |
|
|
2025
Q1 | $724K | Buy |
2,166
+45
| +2% | +$15.1K | 0.23% | 53 |
|
|
2024
Q4 | $776K | Hold |
2,121
| – | – | 0.25% | 46 |
|
|
2024
Q3 | $732K | Hold |
2,121
| – | – | 0.26% | 46 |
|
|
2024
Q2 | $707K | Hold |
2,121
| – | – | 0.28% | 39 |
|
|
2024
Q1 | $646K | Buy |
2,121
+36
| +2% | +$11K | 0.26% | 41 |
|
|
2023
Q4 | $565K | Buy |
2,085
+4
| +0.2% | +$1.08K | 0.21% | 72 |
|
|
2023
Q3 | $514K | Hold |
2,081
| – | – | 0.21% | 76 |
|
|
2023
Q2 | $529K | Hold |
2,081
| – | – | 0.2% | 78 |
|
|
2023
Q1 | $480K | Buy |
+2,081
| New | +$480K | 0.19% | 84 |
|
|
2022
Q3 | – | Sell |
-538
| Closed | -$117K | – | 164 |
|
|
2022
Q2 | $117K | Buy |
+538
| New | +$117K | 0.05% | 161 |
|