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

KWB Wealth’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Sell	20,741 -277	-1%	-$22K	0.15%	73
2026 Q1	$1.56M	Hold	21,018	–	–	0.15%	64
2025 Q4	$1.56M	Sell	21,018 -132	-0.6%	-$9.71K	0.15%	64
2025 Q3	$1.4M	Sell	21,150 -408	-2%	-$28.2K	0.15%	66
2025 Q2	$1.2M	Sell	21,558 -288	-1%	-$17.1K	0.15%	71
2025 Q1	$1.33M	Hold	21,846	–	–	0.16%	67
2024 Q4	$1.26M	Sell	21,846 -48	-0.2%	-$2.88K	0.16%	59
2024 Q3	$1.22M	Sell	21,894 -1,140	-5%	-$63.3K	0.16%	55
2024 Q2	$1.17M	Sell	23,034 -168	-0.7%	-$8.71K	0.16%	55
2024 Q1	$1.18M	Hold	23,202	–	–	0.16%	55
2023 Q4	$1.05M	Sell	23,202 -126	-0.5%	-$5.39K	0.15%	57
2023 Q3	$988K	Sell	23,328 -624	-3%	-$26.5K	0.16%	52
2023 Q2	$1.01M	Sell	23,952 -312	-1%	-$12.4K	0.16%	52
2023 Q1	$853K	Buy	24,264 +3,624	+18%	+$133K	0.16%	51
2022 Q4	$726K	Sell	20,640 -5,280	-20%	-$191K	0.14%	55
2022 Q3	$901K	Sell	25,920 -2,358	-8%	-$92.1K	0.18%	46
2022 Q2	$1.03M	Sell	28,278 -504	-2%	-$20.1K	0.2%	46
2022 Q1	$1.45M	Hold	28,782	–	–	0.24%	34
2021 Q4	$1.45M	Sell	28,782 -660	-2%	-$32K	0.24%	34
2021 Q3	$1.31M	Sell	29,442 -4,392	-13%	-$201K	0.23%	36
2021 Q2	$1.32M	Hold	33,834	–	–	0.25%	33
2021 Q1	$1.32M	Sell	33,834 -1,500	-4%	-$58.3K	0.25%	33
2020 Q4	$1.35M	Buy	+35,334	New	+$1.29M	0.28%	36

Other funds holding VOOG

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return