Wheelhouse Advisory Group’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 | $21.8M | Buy |
55,035
+3,854
| +8% | +$1.53M | 10.76% | 1 |
|
|
2025
Q1 | $17.1M | Buy |
51,181
+3,672
| +8% | +$1.23M | 9.78% | 3 |
|
|
2024
Q4 | $17.4M | Buy |
47,509
+3,196
| +7% | +$1.17M | 10.32% | 2 |
|
|
2024
Q3 | $15.3M | Buy |
44,313
+1,074
| +2% | +$371K | 9.85% | 3 |
|
|
2024
Q2 | $14.7M | Buy |
43,239
+173
| +0.4% | +$58.7K | 10.33% | 2 |
|
|
2024
Q1 | $13.1M | Buy |
43,066
+1,727
| +4% | +$526K | 10.08% | 3 |
|
|
2023
Q4 | $11.2M | Buy |
+41,339
| New | +$11.2M | 9.78% | 3 |
|