SWA
Sax 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 | $907K | Buy |
2,287
+1
| +0% | +$396 | 0.05% | 185 |
|
|
2025
Q1 | $765K | Buy |
2,286
+260
| +13% | +$87K | 0.05% | 168 |
|
|
2024
Q4 | $742K | Hold |
2,026
| – | – | 0.06% | 152 |
|
|
2024
Q3 | $700K | Buy |
2,026
+663
| +49% | +$229K | 0.06% | 126 |
|
|
2024
Q2 | $455K | Sell |
1,363
-499
| -27% | -$166K | 0.04% | 156 |
|
|
2024
Q1 | $567K | Buy |
1,862
+1,055
| +131% | +$322K | 0.07% | 106 |
|
|
2023
Q4 | $219K | Buy |
+807
| New | +$219K | 0.04% | 175 |
|
|
2023
Q3 | – | Sell |
-807
| Closed | -$205K | – | 188 |
|
|
2023
Q2 | $205K | Buy |
+807
| New | +$205K | 0.04% | 165 |
|
|
2022
Q2 | – | Sell |
-804
| Closed | -$222K | – | 181 |
|
|
2022
Q1 | $222K | Hold |
804
| – | – | 0.05% | 158 |
|
|
2021
Q4 | $243K | Buy |
804
+1
| +0.1% | +$302 | 0.05% | 158 |
|
|
2021
Q3 | $214K | Buy |
+803
| New | +$214K | 0.05% | 159 |
|