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

Baystate 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
Q4 		$6.39K Sell
138
-192
-58% -$8.22K ﹤0.01% 825
2023
Q3 		$13.8K Sell
330
-354
-52% -$15.1K ﹤0.01% 523
2023
Q2 		$29.1K Hold
684
– – ﹤0.01% 408
2023
Q1 		$26.4K Sell
684
-102
-13% -$3.75K ﹤0.01% 422
2022
Q4 		$28K Buy
+786
New +$28.4K ﹤0.01% 416

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

Baystate Wealth Management's VOOG Position: Q4 2023 in Review

Baystate Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 58% in Q4 2023, selling an estimated $8.22K and leaving 138 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Baystate Wealth Management first reported a position in VOOG in Q4 2022 and has held it in 5 quarters since. The position peaked at $29.1K in Q2 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

  • Baystate Wealth Management held 138 shares of Vanguard S&P 500 Growth ETF worth $6.39K as of Q4 2023.
  • Baystate Wealth Management sold 192 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $8.22K.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #825 holding.
  • Baystate Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • Baystate Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $29.1K in Q2 2023.
  • 405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.