IWA
Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $260K | Sell |
1,023
-15
| -1% | -$3.81K | 0.06% | 276 |
|
|
2023
Q1 | $239K | Hold |
1,038
| – | – | 0.06% | 285 |
|
|
2022
Q4 | $219K | Buy |
1,038
+23
| +2% | +$4.85K | 0.07% | 257 |
|
|
2022
Q3 | $212K | Hold |
1,015
| – | – | 0.07% | 255 |
|
|
2022
Q2 | $221K | Buy |
1,015
+15
| +2% | +$3.27K | 0.06% | 266 |
|
|
2022
Q1 | $276K | Hold |
1,000
| – | – | 0.06% | 252 |
|
|
2021
Q4 | $302K | Hold |
1,000
| – | – | 0.06% | 242 |
|
|
2021
Q3 | $267K | Hold |
1,000
| – | – | 0.06% | 244 |
|
|
2021
Q2 | $262K | Buy |
+1,000
| New | +$262K | 0.05% | 250 |
|