Carmichael Hill & Associates’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Carmichael Hill & Associates’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 Q3	$14.7K	Hold	258	–	–	0.01%	540
2024 Q2	$14.2K	Hold	258	–	–	0.01%	528
2024 Q1	$13K	Hold	258	–	–	0.01%	537
2023 Q4	$11.5K	Buy	258 +30	+13%	+$1.28K	﹤0.01%	556
2023 Q3	$9.44K	Buy	228 +48	+27%	+$2.04K	﹤0.01%	573
2023 Q2	$7.67K	Hold	180	–	–	﹤0.01%	596
2023 Q1	$6.95K	Buy	180 +48	+36%	+$1.76K	﹤0.01%	603
2022 Q4	$4.66K	Buy	132 +60	+83%	+$2.17K	﹤0.01%	631
2022 Q3	$3K	Buy	72 +48	+200%	+$1.88K	﹤0.01%	731
2022 Q2	$1K	Buy	+24	New	+$955	﹤0.01%	797

Other funds holding VOOG

JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carmichael Hill & Associates's VOOG Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2024 at 258 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #540.

Carmichael Hill & Associates first reported a position in VOOG in Q2 2022 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

Carmichael Hill & Associates held 258 shares of Vanguard S&P 500 Growth ETF worth $14.7K as of Q3 2024.
Carmichael Hill & Associates left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2024.
Vanguard S&P 500 Growth ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #540 holding.
Carmichael Hill & Associates first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and has held it in 10 quarters since.
504 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.