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Atlantic Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Atlantic Private Wealth’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
Q4 		– Sell
-306
Closed -$12.6K – 118
2023
Q3 		$12.6K Buy
+306
New +$13K 0.01% 78

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlantic Private Wealth's VOOG Position: Q4 2023 in Review

Atlantic Private Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 306 shares — an estimated $12.6K sold.

Atlantic Private Wealth first reported a position in VOOG in Q3 2023 and held it in 1 quarter. The position peaked at $12.6K in Q3 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

  • Atlantic Private Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Atlantic Private Wealth sold 306 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $12.6K.
  • Atlantic Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Atlantic Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $12.6K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Atlantic Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.