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Castle Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Castle Wealth Management’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
-132
Closed -$5K – 624
2022
Q3 		$5K Hold
132
– – ﹤0.01% 503
2022
Q2 		$5K Buy
+132
New +$5.25K ﹤0.01% 497

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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

Castle Wealth Management's VOOG Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2022, closing a stake of 132 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in VOOG in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 350 funds tracked by Wall St. Rank hold VOOG as of Q4 2022.

  • Castle Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 132 Vanguard S&P 500 Growth ETF shares in Q4 2022, an estimated $5K.
  • Castle Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $5K in Q3 2022.
  • 350 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.