RWA
Roberts Wealth Advisors’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 | $356K | Buy |
899
+3
| +0.3% | +$1.19K | 0.1% | 84 |
|
|
2025
Q1 | $300K | Buy |
896
+27
| +3% | +$9.04K | 0.09% | 90 |
|
|
2024
Q4 | $323K | Buy |
869
+63
| +8% | +$23.4K | 0.1% | 87 |
|
|
2024
Q3 | $280K | Sell |
806
-177
| -18% | -$61.4K | 0.09% | 86 |
|
|
2024
Q2 | $341K | Buy |
983
+29
| +3% | +$10.1K | 0.12% | 79 |
|
|
2024
Q1 | $283K | Buy |
+954
| New | +$283K | 0.11% | 87 |
|