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