EverSource Wealth Advisors’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 | $1.41M | Buy |
3,550
+2,887
| +435% | +$1.14M | 0.06% | 210 |
|
|
2025
Q1 | $222K | Buy |
663
+191
| +40% | +$63.9K | 0.01% | 621 |
|
|
2024
Q4 | $173K | Buy |
472
+457
| +3,047% | +$167K | 0.01% | 705 |
|
|
2024
Q3 | $5.18K | Buy |
+15
| New | +$5.18K | ﹤0.01% | 2213 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2627 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2552 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$12K | – | 1898 |
|
|
2022
Q1 | $12K | Sell |
44
-6
| -12% | -$1.64K | ﹤0.01% | 921 |
|
|
2021
Q4 | $15K | Buy |
+50
| New | +$15K | ﹤0.01% | 810 |
|