SWA
Strategies 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 | $8.75M | Sell |
22,057
-53
| -0.2% | -$21K | 0.96% | 14 |
|
|
2025
Q1 | $7.4M | Sell |
22,110
-148
| -0.7% | -$49.5K | 0.9% | 15 |
|
|
2024
Q4 | $8.48M | Buy |
22,258
+6
| +0% | +$2.29K | 1.06% | 13 |
|
|
2024
Q3 | $7.68M | Sell |
22,252
-37
| -0.2% | -$12.8K | 1.03% | 15 |
|
|
2024
Q2 | $7.43M | Sell |
22,289
-602
| -3% | -$201K | 1.08% | 15 |
|
|
2024
Q1 | $6.98M | Sell |
22,891
-13
| -0.1% | -$3.96K | 1.07% | 15 |
|
|
2023
Q4 | $6.2M | Buy |
22,904
+18
| +0.1% | +$4.87K | 1.06% | 16 |
|
|
2023
Q3 | $5.65M | Buy |
22,886
+7
| +0% | +$1.73K | 1.11% | 19 |
|
|
2023
Q2 | $5.81M | Hold |
22,879
| – | – | 1.19% | 16 |
|
|
2023
Q1 | $5.27M | Sell |
22,879
-599
| -3% | -$138K | 1.16% | 17 |
|
|
2022
Q4 | $4.95M | Buy |
+23,478
| New | +$4.95M | 1.22% | 16 |
|
|
2022
Q2 | $5.08M | Buy |
23,358
+46
| +0.2% | +$10K | 1.46% | 14 |
|
|
2022
Q1 | $6.43M | Sell |
23,312
-41
| -0.2% | -$11.3K | 1.72% | 13 |
|
|
2021
Q4 | $7.05M | Buy |
+23,353
| New | +$7.05M | 1.98% | 13 |
|