Dentgroup’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Dentgroup’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
2023 Q4	–	Sell	-8,094	Closed	-$333K	–	111
2023 Q3	$333K	Hold	8,094	–	–	0.25%	85
2023 Q2	$343K	Hold	8,094	–	–	0.25%	81
2023 Q1	$311K	Hold	8,094	–	–	0.25%	85
2022 Q4	$285K	Sell	8,094 -54	-0.7%	-$1.95K	0.25%	85
2022 Q3	$280K	Buy	8,148 +54	+0.7%	+$2.11K	0.28%	75
2022 Q2	$294K	Buy	+8,094	New	+$322K	0.33%	71

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dentgroup's VOOG Position: Q4 2023 in Review

Dentgroup sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 8,094 shares — an estimated $333K sold.

Dentgroup first reported a position in VOOG in Q2 2022 and held it in 6 quarters. The position peaked at $343K in Q2 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

Dentgroup reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Dentgroup sold 8,094 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $333K.
Dentgroup first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 6 quarters.
Dentgroup's Vanguard S&P 500 Growth ETF position peaked at $343K in Q2 2023.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Dentgroup's 13F filing for Q4 2023, filed 2 Jan 2024.