Kingsview Wealth Management’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 | – | Sell |
-959
| Closed | -$321K | – | 1226 |
|
|
2025
Q1 | $321K | Sell |
959
-1,380
| -59% | -$462K | 0.01% | 869 |
|
|
2024
Q4 | $856K | Sell |
2,339
-98
| -4% | -$35.9K | 0.02% | 589 |
|
|
2024
Q3 | $841K | Buy |
2,437
+5
| +0.2% | +$1.73K | 0.02% | 577 |
|
|
2024
Q2 | $811K | Buy |
2,432
+1,501
| +161% | +$500K | 0.02% | 562 |
|
|
2024
Q1 | $284K | Buy |
+931
| New | +$284K | 0.01% | 839 |
|
|
2023
Q1 | – | Sell |
-1,469
| Closed | -$310K | – | 949 |
|
|
2022
Q4 | $310K | Buy |
+1,469
| New | +$310K | 0.01% | 655 |
|
|
2022
Q1 | – | Sell |
-7,001
| Closed | -$2.11M | – | 965 |
|
|
2021
Q4 | $2.11M | Buy |
+7,001
| New | +$2.11M | 0.09% | 234 |
|
|
2019
Q2 | – | Sell |
-8,530
| Closed | -$1.32M | – | 471 |
|
|
2019
Q1 | $1.32M | Hold |
8,530
| – | – | 0.2% | 138 |
|
|
2018
Q4 | $1.15M | Sell |
8,530
-2,366
| -22% | -$319K | 0.25% | 122 |
|
|
2018
Q3 | $1.73M | Buy |
10,896
+459
| +4% | +$72.9K | 0.35% | 87 |
|
|
2018
Q2 | $1.52M | Buy |
10,437
+1,492
| +17% | +$218K | 0.36% | 86 |
|
|
2018
Q1 | $1.25M | Sell |
8,945
-3,120
| -26% | -$434K | 0.31% | 95 |
|
|
2017
Q4 | $1.65M | Buy |
12,065
+139
| +1% | +$19K | 0.59% | 44 |
|
|
2017
Q3 | $1.54M | Buy |
11,926
+4,690
| +65% | +$604K | 0.68% | 37 |
|
|
2017
Q2 | $889K | Buy |
7,236
+569
| +9% | +$69.9K | 0.46% | 64 |
|
|
2017
Q1 | $788K | Buy |
+6,667
| New | +$788K | 0.47% | 68 |
|