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Capital Advisory Group Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Capital Advisory Group Advisory Services’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
-186
Closed -$8K – 498
2021
Q3 		$8K Buy
+186
New +$8.53K ﹤0.01% 426

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Advisory Group Advisory Services's VOOG Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 186 shares — an estimated $8K sold.

Capital Advisory Group Advisory Services first reported a position in VOOG in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

  • Capital Advisory Group Advisory Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 186 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $8K.
  • Capital Advisory Group Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $8K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.