Kingsview Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$715K	Buy	10,524 +4,668	+80%	+$338K	0.01%	779
2025 Q4	$434K	Buy	+5,856	New	+$431K	0.01%	895
2025 Q2	–	Sell	-5,754	Closed	-$321K	–	1229
2025 Q1	$321K	Sell	5,754 -8,280	-59%	-$502K	0.01%	869
2024 Q4	$856K	Sell	14,034 -588	-4%	-$35.3K	0.02%	589
2024 Q3	$841K	Buy	14,622 +30	+0.2%	+$1.67K	0.02%	577
2024 Q2	$811K	Buy	14,592 +9,006	+161%	+$467K	0.02%	562
2024 Q1	$284K	Buy	+5,586	New	+$270K	0.01%	839
2023 Q1	–	Sell	-8,814	Closed	-$310K	–	949
2022 Q4	$310K	Buy	+8,814	New	+$318K	0.01%	655
2022 Q1	–	Sell	-42,006	Closed	-$2.11M	–	1023
2021 Q4	$2.11M	Buy	+42,006	New	+$2.03M	0.09%	236
2019 Q2	–	Sell	-51,180	Closed	-$1.32M	–	529
2019 Q1	$1.32M	Hold	51,180	–	–	0.2%	138
2018 Q4	$1.15M	Sell	51,180 -14,196	-22%	-$343K	0.25%	122
2018 Q3	$1.73M	Buy	65,376 +2,754	+4%	+$70.8K	0.35%	87
2018 Q2	$1.52M	Buy	62,622 +8,952	+17%	+$215K	0.36%	86
2018 Q1	$1.25M	Sell	53,670 -18,720	-26%	-$447K	0.31%	95
2017 Q4	$1.65M	Buy	72,390 +834	+1%	+$18.6K	0.59%	44
2017 Q3	$1.53M	Buy	71,556 +28,140	+65%	+$593K	0.68%	37
2017 Q2	$889K	Buy	43,416 +3,414	+9%	+$69.2K	0.46%	64
2017 Q1	$788K	Buy	+40,002	New	+$767K	0.47%	68