Danda Trouve Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Danda Trouve Investment 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
2021 Q1	–	Sell	-24	Closed	-$1K	–	191
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	168
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	137
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	139
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	150
2019 Q4	$1K	Buy	+24	New	+$667	﹤0.01%	161

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 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

Danda Trouve Investment Management's VOOG Position: Q1 2021 in Review

Danda Trouve Investment Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Danda Trouve Investment Management first reported a position in VOOG in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 247 funds tracked by Wall St. Rank hold VOOG as of Q1 2021.

Danda Trouve Investment Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Danda Trouve Investment Management sold 24 Vanguard S&P 500 Growth ETF shares in Q1 2021, an estimated $1K.
Danda Trouve Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 5 quarters.
Danda Trouve Investment Management's Vanguard S&P 500 Growth ETF position peaked at $1K in Q4 2020.
247 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2021.

Based on Danda Trouve Investment Management's 13F filing for Q1 2021, filed 4 May 2021.