Wealthspire Advisors (New York)’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 | $6.51M | Sell |
16,418
-3,338
| -17% | -$1.32M | 0.04% | 140 |
|
2025
Q1 | $6.61M | Buy |
19,756
+10,011
| +103% | +$3.35M | 0.04% | 144 |
|
2024
Q4 | $3.57M | Buy |
9,745
+1,218
| +14% | +$446K | 0.04% | 176 |
|
2024
Q3 | $2.94M | Buy |
8,527
+185
| +2% | +$63.9K | 0.03% | 190 |
|
2024
Q2 | $2.78M | Sell |
8,342
-599
| -7% | -$200K | 0.04% | 159 |
|
2024
Q1 | $2.72M | Buy |
8,941
+385
| +4% | +$117K | 0.04% | 160 |
|
2023
Q4 | $2.32M | Buy |
8,556
+195
| +2% | +$52.8K | 0.03% | 173 |
|
2023
Q3 | $2.06M | Buy |
8,361
+8
| +0.1% | +$1.98K | 0.03% | 166 |
|
2023
Q2 | $2.12M | Sell |
8,353
-3
| -0% | -$762 | 0.03% | 149 |
|
2023
Q1 | $1.93M | Sell |
8,356
-27
| -0.3% | -$6.22K | 0.03% | 156 |
|
2022
Q4 | $1.77M | Buy |
8,383
+1,147
| +16% | +$242K | 0.03% | 171 |
|
2022
Q3 | $1.51M | Buy |
7,236
+4,968
| +219% | +$1.04M | 0.03% | 174 |
|
2022
Q2 | $494K | Buy |
2,268
+703
| +45% | +$153K | 0.01% | 317 |
|
2022
Q1 | $431K | Sell |
1,565
-124
| -7% | -$34.2K | 0.01% | 291 |
|
2021
Q4 | $510K | Buy |
+1,689
| New | +$510K | 0.01% | 318 |
|
2021
Q3 | – | Sell |
-1,304
| Closed | -$342K | – | 598 |
|
2021
Q2 | $342K | Hold |
1,304
| – | – | 0.01% | 272 |
|
2021
Q1 | $306K | Hold |
1,304
| – | – | 0.01% | 540 |
|
2020
Q4 | $300K | Buy |
+1,304
| New | +$300K | 0.01% | 436 |
|