J.P. Morgan Private 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
Q3 | $4.97M | Buy |
20,133
+762
| +4% | +$188K | 0.01% | 505 |
|
|
2023
Q2 | $4.92M | Sell |
19,371
-738
| -4% | -$188K | 0.03% | 340 |
|
|
2023
Q1 | $4.63M | Sell |
20,109
-1,741
| -8% | -$401K | 0.01% | 605 |
|
|
2022
Q4 | $4.61M | Sell |
21,850
-1,520
| -7% | -$321K | 0.01% | 597 |
|
|
2022
Q3 | $4.87M | Buy |
23,370
+7,495
| +47% | +$1.56M | 0.01% | 566 |
|
|
2022
Q2 | $3.46M | Sell |
15,875
-398
| -2% | -$86.6K | 0.01% | 677 |
|
|
2022
Q1 | $4.49M | Buy |
16,273
+1,157
| +8% | +$319K | 0.01% | 652 |
|
|
2021
Q4 | $4.56M | Buy |
15,116
+137
| +0.9% | +$41.3K | 0.01% | 637 |
|
|
2021
Q3 | $4M | Buy |
14,979
+1,614
| +12% | +$430K | 0.01% | 653 |
|
|
2021
Q2 | $3.51M | Buy |
13,365
+1,201
| +10% | +$315K | 0.01% | 683 |
|
|
2021
Q1 | $2.86M | Sell |
12,164
-1,355
| -10% | -$318K | 0.01% | 649 |
|
|
2020
Q4 | $3.11M | Buy |
13,519
+1,847
| +16% | +$425K | 0.01% | 606 |
|
|
2020
Q3 | $2.43M | Sell |
11,672
-91
| -0.8% | -$19K | 0.01% | 601 |
|
|
2020
Q2 | $2.2M | Buy |
11,763
+981
| +9% | +$183K | 0.01% | 557 |
|
|
2020
Q1 | $1.61M | Buy |
10,782
+7,198
| +201% | +$1.07M | 0.01% | 587 |
|
|
2019
Q4 | $625K | Buy |
3,584
+990
| +38% | +$173K | ﹤0.01% | 963 |
|
|
2019
Q3 | $419K | Buy |
2,594
+209
| +9% | +$33.8K | ﹤0.01% | 1055 |
|
|
2019
Q2 | $384K | Buy |
2,385
+160
| +7% | +$25.8K | ﹤0.01% | 1064 |
|
|
2019
Q1 | $344K | Sell |
2,225
-67
| -3% | -$10.4K | ﹤0.01% | 1151 |
|
|
2018
Q4 | $309K | Buy |
2,292
+658
| +40% | +$88.7K | ﹤0.01% | 1157 |
|
|
2018
Q3 | $259K | Buy |
+1,634
| New | +$259K | ﹤0.01% | 1373 |
|