FWM
ForthRight 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 | $280K | Hold |
707
| – | – | 0.09% | 57 |
|
2025
Q1 | $236K | Hold |
707
| – | – | 0.08% | 58 |
|
2024
Q4 | $259K | Sell |
707
-178
| -20% | -$65.2K | 0.09% | 55 |
|
2024
Q3 | $306K | Hold |
885
| – | – | 0.1% | 53 |
|
2024
Q2 | $295K | Sell |
885
-61
| -6% | -$20.3K | 0.11% | 51 |
|
2024
Q1 | $288K | Buy |
946
+1
| +0.1% | +$305 | 0.1% | 53 |
|
2023
Q4 | $256K | Hold |
945
| – | – | 0.1% | 50 |
|
2023
Q3 | $233K | Hold |
945
| – | – | 0.1% | 52 |
|
2023
Q2 | $240K | Hold |
945
| – | – | 0.1% | 50 |
|
2023
Q1 | $218K | Buy |
+945
| New | +$218K | 0.1% | 54 |
|