GM
GeoWealth 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 | $179K | Hold |
451
| – | – | 0.01% | 695 |
|
|
2025
Q1 | $151K | Sell |
451
-550
| -55% | -$184K | 0.01% | 720 |
|
|
2024
Q4 | $366K | Buy |
+1,001
| New | +$366K | 0.01% | 562 |
|
|
2023
Q1 | – | Sell |
-10,614
| Closed | -$2.24M | – | 444 |
|
|
2022
Q4 | $2.24M | Buy |
+10,614
| New | +$2.24M | 0.24% | 73 |
|
|
2022
Q2 | – | Sell |
-6,335
| Closed | -$1.75M | – | 403 |
|
|
2022
Q1 | $1.75M | Sell |
6,335
-46,804
| -88% | -$12.9M | 0.15% | 109 |
|
|
2021
Q4 | $16M | Buy |
+53,139
| New | +$16M | 1.31% | 19 |
|