Aberdeen Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Aberdeen Wealth Management’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
2021 Q1	–	Sell	-126	Closed	-$5K	–	159
2020 Q4	$5K	Buy	+126	New	+$4.59K	﹤0.01%	154
2020 Q2	–	Sell	-120	Closed	-$3K	–	140
2020 Q1	$3K	Buy	120 +30	+33%	+$852	﹤0.01%	117
2019 Q4	$3K	Buy	+90	New	+$2.5K	﹤0.01%	152

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Aberdeen Wealth Management's VOOG Position: Q1 2021 in Review

Aberdeen Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2021, closing a stake of 126 shares — an estimated $5K sold.

Aberdeen Wealth Management first reported a position in VOOG in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 247 funds tracked by Wall St. Rank hold VOOG as of Q1 2021.

Aberdeen Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Aberdeen Wealth Management sold 126 Vanguard S&P 500 Growth ETF shares in Q1 2021, an estimated $5K.
Aberdeen Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 3 quarters.
Aberdeen Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $5K in Q4 2020.
247 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2021.

Based on Aberdeen Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.