Kingswood Wealth Advisors’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	$1.98M	Buy	29,142 +5,658	+24%	+$409K	0.09%	242
2025 Q4	$1.74M	Buy	23,484 +2,832	+14%	+$208K	0.08%	243
2025 Q3	$1.5M	Buy	20,652 +474	+2%	+$32.8K	0.09%	228
2025 Q2	$1.33M	Sell	20,178 -6	-0%	-$357	0.11%	209
2025 Q1	$1.13M	Sell	20,184 -6,606	-25%	-$400K	0.1%	222
2024 Q4	$1.63M	Buy	26,790 +5,442	+25%	+$326K	0.12%	176
2024 Q3	$1.23M	Sell	21,348 -60	-0.3%	-$3.33K	0.09%	255
2024 Q2	$1.19M	Sell	21,408 -306	-1%	-$15.9K	0.11%	202
2024 Q1	$1.1M	Sell	21,714 -2,808	-11%	-$136K	0.13%	186
2023 Q4	$1.11M	Buy	24,522 +660	+3%	+$28.2K	0.13%	178
2023 Q3	$1.25M	Buy	23,862 +17,424	+271%	+$741K	0.21%	124
2023 Q2	$273K	Buy	+6,438	New	+$256K	0.09%	211