FinTrust Capital Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

FinTrust Capital Advisors’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 Q3	$83.2K	Sell	1,446 -318	-18%	-$17.6K	0.01%	470
2024 Q2	$98.1K	Buy	1,764 +18	+1%	+$933	0.02%	408
2024 Q1	$88.7K	Hold	1,746	–	–	0.02%	408
2023 Q4	$78.8K	Hold	1,746	–	–	0.02%	407
2023 Q3	$71.8K	Sell	1,746 -6,486	-79%	-$276K	0.02%	403
2023 Q2	$289K	Hold	8,232	–	–	0.07%	213
2023 Q1	$289K	Hold	8,232	–	–	0.07%	209
2022 Q4	$289K	Sell	8,232 -210	-2%	-$7.58K	0.07%	211
2022 Q3	$301K	Hold	8,442	–	–	0.08%	208
2022 Q2	$328K	Hold	8,442	–	–	0.08%	203
2022 Q1	$388K	Buy	8,442 +6,822	+421%	+$308K	0.09%	196
2021 Q4	$81K	Hold	1,620	–	–	0.02%	466
2021 Q3	$72K	Hold	1,620	–	–	0.02%	495
2021 Q2	$71K	Hold	1,620	–	–	0.02%	502
2021 Q1	$63K	Buy	1,620 +258	+19%	+$10K	0.02%	501
2020 Q4	$52K	Buy	1,362 +570	+72%	+$20.8K	0.02%	496
2020 Q3	$28K	Buy	792 +372	+89%	+$12.6K	0.01%	589
2020 Q2	$13K	Buy	+420	New	+$12.1K	0.01%	690

Other funds holding VOOG

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FinTrust Capital Advisors's VOOG Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 18% in Q3 2024, selling an estimated $17.6K and leaving 1,446 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #470.

FinTrust Capital Advisors first reported a position in VOOG in Q2 2020 and has held it in 18 quarters since. The position peaked at $388K in Q1 2022. 505 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

FinTrust Capital Advisors held 1,446 shares of Vanguard S&P 500 Growth ETF worth $83.2K as of Q3 2024.
FinTrust Capital Advisors sold 318 Vanguard S&P 500 Growth ETF shares in Q3 2024, an estimated $17.6K.
Vanguard S&P 500 Growth ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #470 holding.
FinTrust Capital Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and has held it in 18 quarters since.
FinTrust Capital Advisors's Vanguard S&P 500 Growth ETF position peaked at $388K in Q1 2022.
505 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.