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

Accel 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
2023 Q2	–	Sell	-3,690	Closed	-$142K	–	849
2023 Q1	$142K	Hold	3,690	–	–	0.06%	268
2022 Q4	$130K	Hold	3,690	–	–	0.06%	208
2022 Q3	$136K	Hold	3,690	–	–	0.07%	210
2022 Q2	$139K	Buy	3,690 +390	+12%	+$15.5K	0.08%	189
2022 Q1	$152K	Buy	3,300 +432	+15%	+$19.5K	0.08%	192
2021 Q4	$144K	Buy	2,868 +1,800	+169%	+$87.2K	0.07%	209
2021 Q3	$47K	Hold	1,068	–	–	0.03%	335
2021 Q2	$47K	Hold	1,068	–	–	0.03%	351
2021 Q1	$42K	Hold	1,068	–	–	0.03%	347
2020 Q4	$41K	Buy	+1,068	New	+$38.9K	0.04%	334

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's VOOG Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2023, closing a stake of 3,690 shares — an estimated $142K sold.

Accel Wealth Management first reported a position in VOOG in Q4 2020 and held it in 10 quarters. The position peaked at $152K in Q1 2022. 365 funds tracked by Wall St. Rank hold VOOG as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 3,690 Vanguard S&P 500 Growth ETF shares in Q2 2023, an estimated $142K.
Accel Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $152K in Q1 2022.
365 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.