Kingswood 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 | $1.33M | Sell |
3,363
-1
| -0% | -$397 | 0.11% | 209 |
|
|
2025
Q1 | $1.13M | Sell |
3,364
-1,101
| -25% | -$369K | 0.1% | 222 |
|
|
2024
Q4 | $1.63M | Buy |
4,465
+907
| +25% | +$332K | 0.12% | 176 |
|
|
2024
Q3 | $1.23M | Sell |
3,558
-10
| -0.3% | -$3.45K | 0.09% | 255 |
|
|
2024
Q2 | $1.19M | Sell |
3,568
-51
| -1% | -$17K | 0.11% | 202 |
|
|
2024
Q1 | $1.1M | Sell |
3,619
-468
| -11% | -$143K | 0.13% | 186 |
|
|
2023
Q4 | $1.11M | Buy |
4,087
+110
| +3% | +$29.8K | 0.13% | 178 |
|
|
2023
Q3 | $1.25M | Buy |
3,977
+2,904
| +271% | +$913K | 0.21% | 124 |
|
|
2023
Q2 | $273K | Buy |
+1,073
| New | +$273K | 0.09% | 211 |
|