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Beam Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Beam Wealth Advisors’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
Q2 		– Sell
-10,752
Closed -$546K – 154
2024
Q1 		$546K Sell
10,752
-24
-0.2% -$1.16K 0.33% 54
2023
Q4 		$486K Sell
10,776
-54
-0.5% -$2.31K 0.31% 55
2023
Q3 		$446K Buy
10,830
+366
+3% +$15.6K 0.32% 55
2023
Q2 		$443K Buy
10,464
+1,926
+23% +$76.6K 0.31% 58
2023
Q1 		$328K Buy
8,538
+24
+0.3% +$882 0.33% 68
2022
Q4 		$299K Buy
8,514
+576
+7% +$20.8K 0.31% 69
2022
Q3 		$276K Buy
+7,938
New +$310K 0.31% 80
2022
Q2 		– Sell
-5,112
Closed -$235K – 106
2022
Q1 		$235K Sell
5,112
-726
-12% -$32.8K 0.27% 78
2021
Q4 		$294K Buy
5,838
+108
+2% +$5.23K 0.34% 69
2021
Q3 		$255K Buy
5,730
+144
+3% +$6.6K 0.22% 113
2021
Q2 		$244K Buy
+5,586
New +$233K 0.21% 120

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Beam Wealth Advisors's VOOG Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2024, closing a stake of 10,752 shares — an estimated $546K sold.

Beam Wealth Advisors first reported a position in VOOG in Q2 2021 and held it in 11 quarters. The position peaked at $546K in Q1 2024. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,752 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $546K.
  • Beam Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and held it in 11 quarters.
  • Beam Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $546K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.