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

Axxcess 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
2024
Q1 		– Sell
-8,610
Closed -$389K – 930
2023
Q4 		$389K Hold
8,610
– – 0.01% 576
2023
Q3 		$354K Buy
+8,610
New +$366K 0.01% 559
2022
Q1 		– Sell
-4,038
Closed -$203K – 711
2021
Q4 		$203K Buy
+4,038
New +$196K 0.01% 585

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

Axxcess Wealth Management's VOOG Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 8,610 shares — an estimated $389K sold.

Axxcess Wealth Management first reported a position in VOOG in Q4 2021 and held it in 3 quarters. The position peaked at $389K in Q4 2023. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,610 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $389K.
  • Axxcess Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $389K in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.