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

Bison 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
2022
Q1 		– Sell
-1,440
Closed -$72K – 415
2021
Q4 		$72K Sell
1,440
-2,190
-60% -$106K 0.04% 231
2021
Q3 		$161K Hold
3,630
– – 0.07% 248
2021
Q2 		$159K Hold
3,630
– – 0.07% 253
2021
Q1 		$142K Sell
3,630
-1,500
-29% -$58.3K 0.06% 257
2020
Q4 		$197K Hold
5,130
– – 0.09% 222
2020
Q3 		$178K Hold
5,130
– – 0.1% 189
2020
Q2 		$160K Sell
5,130
-5,700
-53% -$164K 0.1% 195
2020
Q1 		$269K Sell
10,830
-6,210
-36% -$176K 0.2% 136
2019
Q4 		$495K Sell
17,040
-300
-2% -$8.33K 0.24% 112
2019
Q3 		$467K Sell
17,340
-6,600
-28% -$179K 0.26% 106
2019
Q2 		$643K Sell
23,940
-1,140
-5% -$30K 0.37% 71
2019
Q1 		$646K Hold
25,080
– – 0.4% 71
2018
Q4 		$564K Sell
25,080
-8,550
-25% -$207K 0.41% 66
2018
Q3 		$890K Sell
33,630
-180
-0.5% -$4.63K 0.58% 47
2018
Q2 		$822K Buy
33,810
+90
+0.3% +$2.16K 0.61% 48
2018
Q1 		$782K Buy
33,720
+420
+1% +$10K 0.6% 46
2017
Q4 		$760K Buy
33,300
+720
+2% +$16.1K 0.56% 53
2017
Q3 		$699K Sell
32,580
-180
-0.5% -$3.79K 0.56% 54
2017
Q2 		$671K Buy
32,760
+1,890
+6% +$38.3K 0.55% 51
2017
Q1 		$608K Buy
30,870
+17,970
+139% +$345K 0.52% 56
2016
Q4 		$235K Buy
+12,900
New +$233K 0.2% 139

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Bison Wealth's VOOG Position: Q1 2022 in Review

Bison Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2022, closing a stake of 1,440 shares — an estimated $72K sold.

Bison Wealth first reported a position in VOOG in Q4 2016 and held it in 21 quarters. The position peaked at $890K in Q3 2018. 326 funds tracked by Wall St. Rank hold VOOG as of Q1 2022.

  • Bison Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 1,440 Vanguard S&P 500 Growth ETF shares in Q1 2022, an estimated $72K.
  • Bison Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2016 and held it in 21 quarters.
  • Bison Wealth's Vanguard S&P 500 Growth ETF position peaked at $890K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.