Sax Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sax Wealth Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$976K	Sell	2,395 -11,051	-82%	-$877K	0.04%	234
2026 Q1	$996K	Hold	13,446	–	–	0.05%	195
2025 Q4	$996K	Sell	13,446 -276	-2%	-$20.3K	0.05%	202
2025 Q3	$996K	Hold	13,722	–	–	0.05%	186
2025 Q2	$907K	Buy	13,722 +6	+0%	+$357	0.05%	185
2025 Q1	$765K	Buy	13,716 +1,560	+13%	+$94.5K	0.05%	168
2024 Q4	$742K	Hold	12,156	–	–	0.06%	152
2024 Q3	$700K	Buy	12,156 +3,978	+49%	+$221K	0.06%	126
2024 Q2	$455K	Sell	8,178 -2,994	-27%	-$155K	0.04%	156
2024 Q1	$567K	Buy	11,172 +6,330	+131%	+$306K	0.07%	106
2023 Q4	$219K	Buy	+4,842	New	+$207K	0.04%	175
2023 Q3	–	Sell	-4,842	Closed	-$205K	–	188
2023 Q2	$205K	Buy	+4,842	New	+$193K	0.04%	165
2022 Q2	–	Sell	-4,824	Closed	-$222K	–	181
2022 Q1	$222K	Hold	4,824	–	–	0.05%	158
2021 Q4	$243K	Buy	4,824 +6	+0.1%	+$291	0.05%	158
2021 Q3	$214K	Buy	+4,818	New	+$221K	0.05%	159

Other funds holding VOOG

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return