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

Capital Asset 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
2022
Q4 		– Sell
-2,940
Closed -$102K – 531
2022
Q3 		$102K Buy
2,940
+672
+30% +$26.2K 0.01% 323
2022
Q2 		$82K Hold
2,268
– – 0.01% 407
2022
Q1 		$104K Buy
+2,268
New +$102K 0.01% 409
2021
Q3 		– Sell
-2,718
Closed -$119K – 751
2021
Q2 		$119K Hold
2,718
– – 0.01% 472
2021
Q1 		$106K Buy
2,718
+96
+4% +$3.73K 0.02% 458
2020
Q4 		$101K Hold
2,622
– – 0.02% 459
2020
Q3 		$91K Buy
2,622
+696
+36% +$23.7K 0.02% 349
2020
Q2 		$65K Buy
+1,926
New +$55.5K 0.01% 387

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Bank of America
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Corient Private Wealth
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return