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Brandywine Oak Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Brandywine Oak Private 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
2019
Q1 		– Sell
-2,046
Closed -$46K – 618
2018
Q4 		$46K Buy
+2,046
New +$49.5K 0.01% 373

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Brandywine Oak Private Wealth's VOOG Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2019, closing a stake of 2,046 shares — an estimated $46K sold.

Brandywine Oak Private Wealth first reported a position in VOOG in Q4 2018 and held it in 1 quarter. The position peaked at $46K in Q4 2018. 165 funds tracked by Wall St. Rank hold VOOG as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,046 Vanguard S&P 500 Growth ETF shares in Q1 2019, an estimated $46K.
  • Brandywine Oak Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $46K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.