EWM
Evermay 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 | $190K | Hold |
480
| – | – | 0.02% | 200 |
|
|
2025
Q1 | $161K | Sell |
480
-74
| -13% | -$24.8K | 0.02% | 213 |
|
|
2024
Q4 | $203K | Sell |
554
-617
| -53% | -$226K | 0.03% | 193 |
|
|
2024
Q3 | $404K | Sell |
1,171
-557
| -32% | -$192K | 0.07% | 136 |
|
|
2024
Q2 | $576K | Sell |
1,728
-1
| -0.1% | -$334 | 0.09% | 116 |
|
|
2024
Q1 | $527K | Buy |
+1,729
| New | +$527K | 0.08% | 122 |
|