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BSW
Buckingham Strategic Wealth’s
Vanguard S&P 500 Growth ETF
VOOG
Stock Holding History
Buckingham Strategic Wealth’s Portfolio
VOOG Stock Details
VOOG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
$402K
Buy
7,236
+2,946
+69%
+$153K
﹤0.01%
520
2024
Q1
$218K
Buy
+4,290
New
+$207K
﹤0.01%
685
2020
Q2
–
Sell
-11,892
Closed
-$295K
–
485
2020
Q1
$295K
Hold
11,892
–
–
0.03%
345
2019
Q4
$346K
Hold
11,892
–
–
0.03%
324
2019
Q3
$320K
Hold
11,892
–
–
0.03%
311
2019
Q2
$319K
Sell
11,892
-1,200
-9%
-$31.6K
0.03%
323
2019
Q1
$337K
Sell
13,092
-3,000
-19%
-$73.5K
0.04%
292
2018
Q4
$362K
Hold
16,092
–
–
0.06%
241
2018
Q3
$426K
Hold
16,092
–
–
0.07%
214
2018
Q2
$391K
Hold
16,092
–
–
0.06%
221
2018
Q1
$373K
Sell
16,092
-1,308
-8%
-$31.2K
0.07%
202
2017
Q4
$397K
Sell
17,400
-4,200
-19%
-$93.9K
0.08%
194
2017
Q3
$463K
Sell
21,600
-1,200
-5%
-$25.3K
0.11%
166
2017
Q2
$467K
Sell
22,800
-3,300
-13%
-$66.9K
0.11%
163
2017
Q1
$514K
Buy
+26,100
New
+$501K
0.15%
133
Other funds holding VOOG
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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