Integrated Wealth Concepts’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.65M Sell
2025
Q2
$1.58M Buy
2025
Q1
$1.26M Buy
2024
Q4
$1.32M Buy
2024
Q3
$1.13M Buy
2024
Q2
$932K Sell
2024
Q1
$874K Sell
2023
Q4
$929K Sell
2023
Q3
$862K Sell
2023
Q2
$898K Buy
2023
Q1
$781K Buy
2022
Q4
$208K Buy
2022
Q3
$205K Buy
2022
Q2
$205K Hold
2022
Q1
$260K Buy
2021
Q4
$256K Buy