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Financial Advocates Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Financial Advocates 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
Q4 		– Sell
-7,344
Closed -$327K – 817
2021
Q3 		$327K Sell
7,344
-312
-4% -$14.3K 0.02% 594
2021
Q2 		$335K Sell
7,656
-16,950
-69% -$706K 0.02% 582
2021
Q1 		$964K Sell
24,606
-2,616
-10% -$102K 0.07% 323
2020
Q4 		$1.04M Sell
27,222
-1,392
-5% -$50.8K 0.07% 295
2020
Q3 		$994K Sell
28,614
-100,902
-78% -$3.43M 0.08% 249
2020
Q2 		$4.03M Sell
129,516
-1,944
-1% -$56K 0.38% 58
2020
Q1 		$3.26M Buy
131,460
+106,332
+423% +$3.02M 0.47% 54
2019
Q4 		$730K Buy
25,128
+1,242
+5% +$34.5K 0.08% 251
2019
Q3 		$644K Sell
23,886
-18,192
-43% -$493K 0.07% 252
2019
Q2 		$1.13M Sell
42,078
-2,298
-5% -$60.5K 0.13% 170
2019
Q1 		$1.14M Buy
44,376
+336
+0.8% +$8.23K 0.14% 167
2018
Q4 		$991K Sell
44,040
-8,406
-16% -$203K 0.14% 170
2018
Q3 		$1.39M Buy
52,446
+240
+0.5% +$6.17K 0.16% 145
2018
Q2 		$1.28M Buy
52,206
+2,232
+4% +$53.6K 0.15% 144
2018
Q1 		$1.16M Buy
49,974
+234
+0.5% +$5.58K 0.15% 142
2017
Q4 		$1.14M Buy
+49,740
New +$1.11M 0.15% 144

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's VOOG Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 7,344 shares — an estimated $327K sold.

Financial Advocates Investment Management first reported a position in VOOG in Q4 2017 and held it in 16 quarters. The position peaked at $4.03M in Q2 2020. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,344 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $327K.
  • Financial Advocates Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and held it in 16 quarters.
  • Financial Advocates Investment Management's Vanguard S&P 500 Growth ETF position peaked at $4.03M in Q2 2020.
  • 335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.