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

JFS Wealth Advisors’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 Q2	$2.98M	Buy	36,108 +12,660	+54%	+$1M	0.15%	85
2026 Q1	$1.59M	Buy	23,448 +5,280	+29%	+$382K	0.09%	125
2025 Q4	$1.35M	Hold	18,168	–	–	0.08%	141
2025 Q3	$1.32M	Sell	18,168 -24	-0.1%	-$1.66K	0.08%	146
2025 Q2	$1.2M	Buy	18,192 +14,142	+349%	+$841K	0.08%	140
2025 Q1	$226K	Buy	+4,050	New	+$245K	0.02%	285
2023 Q2	–	Sell	-300	Closed	-$11.5K	–	2012
2023 Q1	$11.5K	Buy	+300	New	+$11K	﹤0.01%	670

Other funds holding VOOG

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return