Wealth Enhancement Advisory Services
VOOG icon

Wealth Enhancement Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.9M Sell
179,038
-2,384
-1% -$189K 0.03% 531
2026
Q1 		$12.5M Sell
181,422
-14,166
-7% -$1.02M 0.03% 523
2025
Q4 		$14.6M Buy
195,588
+8,226
+4% +$605K 0.02% 573
2025
Q3 		$13.6M Buy
187,362
+15,468
+9% +$1.07M 0.02% 547
2025
Q2 		$11.5M Sell
171,894
-5,448
-3% -$324K 0.02% 587
2025
Q1 		$9.89M Sell
177,342
-16,428
-8% -$996K 0.02% 585
2024
Q4 		$11.8M Buy
193,770
+108,972
+129% +$6.54M 0.02% 510
2024
Q3 		$4.88M Buy
84,798
+20,874
+33% +$1.16M 0.01% 726
2024
Q2 		$3.55M Buy
63,924
+1,212
+2% +$62.8K 0.01% 790
2024
Q1 		$3.18M Buy
62,712
+20,250
+48% +$978K 0.01% 794
2023
Q4 		$1.92M Sell
42,462
-2,682
-6% -$115K 0.01% 918
2023
Q3 		$1.86M Buy
+45,144
New +$1.92M 0.01% 887

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AC
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CPWA
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GLLW
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SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return