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Financial Counselors Inc’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Financial Counselors Inc’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
2024
Q2 		– Sell
-6,678
Closed -$339K – 590
2024
Q1 		$339K Buy
+6,678
New +$322K 0.01% 478

Other funds holding VOOG

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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Financial Counselors Inc's VOOG Position: Q2 2024 in Review

Financial Counselors Inc sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2024, closing a stake of 6,678 shares — an estimated $339K sold.

Financial Counselors Inc first reported a position in VOOG in Q1 2024 and held it in 1 quarter. The position peaked at $339K in Q1 2024. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

  • Financial Counselors Inc reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 6,678 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $339K.
  • Financial Counselors Inc first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Financial Counselors Inc's Vanguard S&P 500 Growth ETF position peaked at $339K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Financial Counselors Inc's 13F filing for Q2 2024, filed 1 Aug 2024.