EP 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
$648K Buy
2025
Q1
$400K Sell
2024
Q4
$438K Sell
2024
Q3
$520K Buy
2024
Q2
$332K Buy
2024
Q1
$247K Buy
2023
Q4
$218K Buy
2023
Q3
$171K Sell
2023
Q2
$202K Buy