LWP
Laurel Wealth Planning’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Hold |
2,100
| – | – | 0.47% | 37 |
|
|
2025
Q1 | $702K | Hold |
2,100
| – | – | 0.47% | 36 |
|
|
2024
Q4 | $769K | Hold |
2,100
| – | – | 0.5% | 36 |
|
|
2024
Q3 | $725K | Hold |
2,100
| – | – | 0.47% | 36 |
|
|
2024
Q2 | $700K | Hold |
2,100
| – | – | 0.49% | 35 |
|
|
2024
Q1 | $640K | Hold |
2,100
| – | – | 0.43% | 37 |
|
|
2023
Q4 | $569K | Hold |
2,100
| – | – | 0.4% | 38 |
|
|
2023
Q3 | $518K | Hold |
2,100
| – | – | 0.4% | 40 |
|
|
2023
Q2 | $534K | Hold |
2,100
| – | – | 0.38% | 42 |
|
|
2023
Q1 | $484K | Hold |
2,100
| – | – | 0.32% | 48 |
|
|
2022
Q4 | $443K | Hold |
2,100
| – | – | 0.29% | 49 |
|
|
2022
Q3 | $438K | Hold |
2,100
| – | – | 0.32% | 48 |
|
|
2022
Q2 | $457K | Sell |
2,100
-249
| -11% | -$54.2K | 0.32% | 49 |
|
|
2022
Q1 | $648K | Hold |
2,349
| – | – | 0.44% | 43 |
|
|
2021
Q4 | $709K | Sell |
2,349
-86
| -4% | -$26K | 0.54% | 38 |
|
|
2021
Q3 | $649K | Hold |
2,435
| – | – | 0.52% | 37 |
|
|
2021
Q2 | $639K | Hold |
2,435
| – | – | 0.56% | 33 |
|
|
2021
Q1 | $572K | Hold |
2,435
| – | – | 0.52% | 33 |
|
|
2020
Q4 | $560K | Buy |
+2,435
| New | +$560K | 0.55% | 33 |
|