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Financial Gravity Asset Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Financial Gravity Asset 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
2018
Q2 		– Sell
-4,542
Closed -$106K – 1623
2018
Q1 		$106K Buy
+4,542
New +$108K 0.11% 181

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Asset Management's VOOG Position: Q2 2018 in Review

Financial Gravity Asset Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2018, closing a stake of 4,542 shares — an estimated $106K sold.

Financial Gravity Asset Management first reported a position in VOOG in Q1 2018 and held it in 1 quarter. The position peaked at $106K in Q1 2018. 133 funds tracked by Wall St. Rank hold VOOG as of Q2 2018.

  • Financial Gravity Asset Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4,542 Vanguard S&P 500 Growth ETF shares in Q2 2018, an estimated $106K.
  • Financial Gravity Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Financial Gravity Asset Management's Vanguard S&P 500 Growth ETF position peaked at $106K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2018.

Based on Financial Gravity Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.