Mosaic Family Wealth Partners’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 | $5.94M | Sell |
14,969
-564
| -4% | -$224K | 0.76% | 18 |
|
|
2025
Q1 | $5.2M | Buy |
15,533
+2,454
| +19% | +$821K | 0.74% | 17 |
|
|
2024
Q4 | $4.79M | Buy |
13,079
+2
| +0% | +$732 | 0.69% | 19 |
|
|
2024
Q3 | $4.52M | Sell |
13,077
-644
| -5% | -$222K | 0.67% | 21 |
|
|
2024
Q2 | $4.58M | Hold |
13,721
| – | – | 0.74% | 19 |
|
|
2024
Q1 | $4.18M | Sell |
13,721
-1,252
| -8% | -$381K | 0.69% | 21 |
|
|
2023
Q4 | $4.05M | Sell |
14,973
-515
| -3% | -$139K | 0.7% | 24 |
|
|
2023
Q3 | $3.82M | Buy |
15,488
+487
| +3% | +$120K | 0.77% | 19 |
|
|
2023
Q2 | $3.81M | Sell |
15,001
-1,244
| -8% | -$316K | 0.75% | 21 |
|
|
2023
Q1 | $3.74M | Sell |
16,245
-557
| -3% | -$128K | 0.78% | 20 |
|
|
2022
Q4 | $3.54M | Buy |
+16,802
| New | +$3.54M | 1% | 17 |
|