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EnRich Financial Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

EnRich Financial Partners’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
-228
Closed -$13.9K – 206
2024
Q4 		$13.9K Hold
228
– – ﹤0.01% 157
2024
Q3 		$13.1K Hold
228
– – ﹤0.01% 162
2024
Q2 		$12.7K Buy
+228
New +$11.8K ﹤0.01% 166

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
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

EnRich Financial Partners's VOOG Position: Q1 2025 in Review

EnRich Financial Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 228 shares — an estimated $13.9K sold.

EnRich Financial Partners first reported a position in VOOG in Q2 2024 and held it in 3 quarters. The position peaked at $13.9K in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • EnRich Financial Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 228 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $13.9K.
  • EnRich Financial Partners first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Vanguard S&P 500 Growth ETF position peaked at $13.9K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.