KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $988K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $726K | Sell |
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|
2022
Q3 | $901K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.32M | Hold |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.35M | Buy |
|