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

Accurate 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
Q1 		– Sell
-816
Closed -$28.9K – 1428
2022
Q4 		$28.9K Buy
+816
New +$29.5K 0.01% 580

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accurate Wealth Management's VOOG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2023, closing a stake of 816 shares — an estimated $28.9K sold.

Accurate Wealth Management first reported a position in VOOG in Q4 2022 and held it in 1 quarter. The position peaked at $28.9K in Q4 2022. 349 funds tracked by Wall St. Rank hold VOOG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 816 Vanguard S&P 500 Growth ETF shares in Q1 2023, an estimated $28.9K.
  • Accurate Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $28.9K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.