Sequoia Financial 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
$1.97M Buy
4,978
+922
+23% +$366K 0.01% 477
2025
Q1
$1.36M Buy
4,056
+1,350
+50% +$452K 0.01% 522
2024
Q4
$991K Sell
2,706
-730
-21% -$267K 0.01% 580
2024
Q3
$1.19M Buy
+3,436
New +$1.19M 0.01% 495