Avior Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,686
| Closed | -$103K | – | 2294 |
|
|
2024
Q4 | $103K | Buy |
1,686
+72
| +4% | +$4.32K | ﹤0.01% | 890 |
|
|
2024
Q3 | $92.9K | Hold |
1,614
| – | – | ﹤0.01% | 905 |
|
|
2024
Q2 | $89.7K | Buy |
1,614
+204
| +14% | +$10.6K | ﹤0.01% | 896 |
|
|
2024
Q1 | $71.6K | Hold |
1,410
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q4 | $63.6K | Hold |
1,410
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $58K | Hold |
1,410
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $59.7K | Sell |
1,410
-300
| -18% | -$11.9K | ﹤0.01% | 723 |
|
|
2023
Q1 | $65.7K | Buy |
1,710
+300
| +21% | +$11K | ﹤0.01% | 717 |
|
|
2022
Q4 | $49.6K | Hold |
1,410
| – | – | ﹤0.01% | 629 |
|
|
2022
Q3 | $49K | Hold |
1,410
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $51K | Hold |
1,410
| – | – | 0.01% | 563 |
|
|
2022
Q1 | $64K | Hold |
1,410
| – | – | 0.01% | 559 |
|
|
2021
Q4 | $70K | Hold |
1,410
| – | – | 0.01% | 544 |
|
|
2021
Q3 | $62K | Hold |
1,410
| – | – | 0.01% | 535 |
|
|
2021
Q2 | $61K | Hold |
1,410
| – | – | 0.01% | 511 |
|
|
2021
Q1 | $55K | Hold |
1,410
| – | – | 0.01% | 516 |
|
|
2020
Q4 | $54K | Hold |
1,410
| – | – | 0.01% | 485 |
|
|
2020
Q3 | $48K | Hold |
1,410
| – | – | 0.01% | 501 |
|
|
2020
Q2 | $43K | Hold |
1,410
| – | – | 0.01% | 498 |
|
|
2020
Q1 | $34K | Hold |
1,410
| – | – | 0.01% | 479 |
|
|
2019
Q4 | $40K | Hold |
1,410
| – | – | 0.01% | 480 |
|
|
2019
Q3 | $37K | Hold |
1,410
| – | – | 0.01% | 482 |
|
|
2019
Q2 | $38K | Hold |
1,410
| – | – | 0.01% | 475 |
|
|
2019
Q1 | $36K | Hold |
1,410
| – | – | 0.01% | 450 |
|
|
2018
Q4 | $31K | Hold |
1,410
| – | – | 0.01% | 495 |
|
|
2018
Q3 | $37K | Hold |
1,410
| – | – | 0.01% | 503 |
|
|
2018
Q2 | $34K | Hold |
1,410
| – | – | 0.01% | 504 |
|
|
2018
Q1 | $33K | Hold |
1,410
| – | – | 0.01% | 512 |
|
|
2017
Q4 | $32K | Hold |
1,410
| – | – | 0.01% | 516 |
|
|
2017
Q3 | $30K | Hold |
1,410
| – | – | 0.01% | 252 |
|
|
2017
Q2 | $29K | Hold |
1,410
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $28K | Sell |
1,410
-1,410
| -50% | -$27K | 0.01% | 271 |
|
|
2016
Q4 | $51K | Hold |
2,820
| – | – | 0.02% | 215 |
|
|
2016
Q3 | $51K | Buy |
+2,820
| New | +$51.1K | 0.02% | 226 |
|
Other funds holding VOOG
TPCW
AWM
Avior Wealth Management's VOOG Position: Q1 2025 in Review
Avior Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 1,686 shares — an estimated $103K sold.
Avior Wealth Management first reported a position in VOOG in Q3 2016 and held it in 34 quarters. The position peaked at $103K in Q4 2024. 569 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.
- Avior Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 1,686 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $103K.
- Avior Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2016 and held it in 34 quarters.
- Avior Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $103K in Q4 2024.
- 569 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.