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IWM
IHT Wealth Management’s
Vanguard S&P 500 Growth ETF
VOOG
Stock Holding History
IHT Wealth Management’s Portfolio
VOOG Stock Details
VOOG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$809K
Buy
11,898
+2,022
+20%
+$146K
0.02%
642
2025
Q4
$732K
Sell
9,876
-846
-8%
-$62.3K
0.02%
634
2025
Q3
$779K
Sell
10,722
-810
-7%
-$56K
0.02%
606
2025
Q2
$762K
Buy
11,532
+300
+3%
+$17.8K
0.02%
574
2025
Q1
$628K
Buy
11,232
+126
+1%
+$7.64K
0.02%
602
2024
Q4
$678K
Sell
11,106
-5,982
-35%
-$359K
0.02%
580
2024
Q3
$981K
Buy
17,088
+6,588
+63%
+$366K
0.03%
507
2024
Q2
$581K
Buy
10,500
+12
+0.1%
+$622
0.02%
590
2024
Q1
$533K
Buy
10,488
+4,890
+87%
+$236K
0.02%
608
2023
Q4
$253K
Buy
+5,598
New
+$240K
0.01%
834
2023
Q2
–
Sell
-5,364
Closed
-$206K
–
1027
2023
Q1
$206K
Buy
+5,364
New
+$197K
0.01%
848
2022
Q1
–
Sell
-6,414
Closed
-$322K
–
854
2021
Q4
$322K
Buy
+6,414
New
+$311K
0.02%
577
2018
Q2
–
Sell
-3,072
Closed
-$70K
–
1344
2018
Q1
$70K
Sell
3,072
-1,128
-27%
-$26.9K
0.02%
587
2017
Q4
$99K
Buy
4,200
+2,388
+132%
+$53.4K
0.03%
499
2017
Q3
$39K
Buy
+1,812
New
+$38.2K
0.02%
593
2017
Q2
–
Sell
-1,536
Closed
-$30K
–
1472
2017
Q1
$30K
Buy
+1,536
New
+$29.5K
0.02%
550
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
TPCW
TD Private Client Wealth
New York
$4.82B AUM
15.21%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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