Cordasco Financial Network’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cordasco Financial Network’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 Q2	$5K	Hold	150	–	–	﹤0.01%	462
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	427
2021 Q4	$8K	Hold	150	–	–	0.01%	405
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	437
2021 Q2	$7K	Hold	150	–	–	﹤0.01%	444
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	447
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	402
2020 Q3	$5K	Buy	+150	New	+$5.1K	﹤0.01%	415

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Cordasco Financial Network's VOOG Position: Q2 2022 in Review

Cordasco Financial Network held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2022 at 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Cordasco Financial Network first reported a position in VOOG in Q3 2020 and has held it in 8 quarters since. The position peaked at $8K in Q4 2021. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

Cordasco Financial Network held 150 shares of Vanguard S&P 500 Growth ETF worth $5K as of Q2 2022.
Cordasco Financial Network left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2022.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #462 holding.
Cordasco Financial Network first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and has held it in 8 quarters since.
Cordasco Financial Network's Vanguard S&P 500 Growth ETF position peaked at $8K in Q4 2021.
312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.