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

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Buckingham Strategic Wealth's VOOG Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 69% in Q2 2024, buying an estimated $153K and bringing the position to 7,236 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Buckingham Strategic Wealth first reported a position in VOOG in Q1 2017 and has held it in 15 quarters since. The position peaked at $514K in Q1 2017. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

Buckingham Strategic Wealth held 7,236 shares of Vanguard S&P 500 Growth ETF worth $402K as of Q2 2024.
Buckingham Strategic Wealth bought 2,946 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $153K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #520 holding.
Buckingham Strategic Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q1 2017 and has held it in 15 quarters since.
Buckingham Strategic Wealth's Vanguard S&P 500 Growth ETF position peaked at $514K in Q1 2017.
478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.