Encompass Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.32M Sell
2025
Q1
$3.81M Buy
2024
Q4
$3.55M Buy
2024
Q3
$2.99M Buy
2024
Q2
$2.66M Buy
2024
Q1
$1.98M Buy
2023
Q4
$1.69M Buy
2023
Q3
$1.07M Buy
2023
Q2
$788K Buy
2023
Q1
$597K Buy
2022
Q4
$394K Buy
2022
Q2
Sell
2022
Q1
$217K Hold
2021
Q4
$238K Hold
2021
Q3
$210K Hold
2021
Q2
$207K Buy