LifeGoal 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
$272K Sell
687
-34
-5% -$13.5K 0.26% 51
2025
Q1
$241K Sell
721
-2,217
-75% -$742K 0.26% 55
2024
Q4
$1.08M Buy
+2,938
New +$1.08M 1.17% 22