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

Denver PWM’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
2025 Q1	–	Sell	-144	Closed	-$8.79K	–	221
2024 Q4	$8.79K	Buy	+144	New	+$8.64K	﹤0.01%	163

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Denver PWM's VOOG Position: Q1 2025 in Review

Denver PWM sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 144 shares — an estimated $8.79K sold.

Denver PWM first reported a position in VOOG in Q4 2024 and held it in 1 quarter. The position peaked at $8.79K in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

Denver PWM reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 144 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $8.79K.
Denver PWM first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
Denver PWM's Vanguard S&P 500 Growth ETF position peaked at $8.79K in Q4 2024.
567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.