JFS Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Buy	3,032 +2,357	+349%	+$935K	0.08%	140
2025 Q1	$226K	Buy	+675	New	+$226K	0.02%	285
2023 Q2	–	Sell	-50	Closed	-$11.5K	–	2012
2023 Q1	$11.5K	Buy	+50	New	+$11.5K	﹤0.01%	670