EP Wealth 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 | $648K | Buy |
1,633
+438
| +37% | +$174K | ﹤0.01% | 683 |
|
|
2025
Q1 | $400K | Sell |
1,195
-1
| -0.1% | -$335 | ﹤0.01% | 787 |
|
|
2024
Q4 | $438K | Sell |
1,196
-311
| -21% | -$114K | ﹤0.01% | 736 |
|
|
2024
Q3 | $520K | Buy |
1,507
+510
| +51% | +$176K | ﹤0.01% | 683 |
|
|
2024
Q2 | $332K | Buy |
997
+187
| +23% | +$62.3K | ﹤0.01% | 624 |
|
|
2024
Q1 | $247K | Buy |
810
+4
| +0.5% | +$1.22K | ﹤0.01% | 680 |
|
|
2023
Q4 | $218K | Buy |
806
+111
| +16% | +$30K | ﹤0.01% | 694 |
|
|
2023
Q3 | $171K | Sell |
695
-2,772
| -80% | -$684K | ﹤0.01% | 682 |
|
|
2023
Q2 | $202K | Buy |
+3,467
| New | +$202K | ﹤0.01% | 657 |
|