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

Doyle 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
2019 Q3	–	Sell	-540	Closed	-$14K	–	745
2019 Q2	$14K	Buy	+540	New	+$14.2K	﹤0.01%	574
2019 Q1	–	Sell	-150	Closed	-$3K	–	739
2018 Q4	$3K	Buy	+150	New	+$3.63K	﹤0.01%	780

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Doyle Wealth Management's VOOG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2019, closing a stake of 540 shares — an estimated $14K sold.

Doyle Wealth Management first reported a position in VOOG in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 165 funds tracked by Wall St. Rank hold VOOG as of Q3 2019.

Doyle Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 540 Vanguard S&P 500 Growth ETF shares in Q3 2019, an estimated $14K.
Doyle Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $14K in Q2 2019.
165 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.