Cahill Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-2,514	Closed	-$112K	–	763
2021 Q3	$112K	Buy	+2,514	New	+$115K	0.02%	261
2019 Q3	–	Sell	-11,106	Closed	-$299K	–	158
2019 Q2	$299K	Hold	11,106	–	–	0.12%	125
2019 Q1	$287K	Hold	11,106	–	–	0.12%	126
2018 Q4	$250K	Buy	11,106 +2,082	+23%	+$50.3K	0.13%	131
2018 Q3	$239K	Buy	+9,024	New	+$232K	0.11%	138

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cahill Financial Advisors's VOOG Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 2,514 shares — an estimated $112K sold.

Cahill Financial Advisors first reported a position in VOOG in Q3 2018 and held it in 5 quarters. The position peaked at $299K in Q2 2019. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

Cahill Financial Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 2,514 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $112K.
Cahill Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2018 and held it in 5 quarters.
Cahill Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $299K in Q2 2019.
335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.