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Fulcrum Equity Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Fulcrum Equity 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
2024
Q3 		– Sell
-20,766
Closed -$1.15M – 157
2024
Q2 		$1.15M Buy
+20,766
New +$1.08M 1.04% 30

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fulcrum Equity Management's VOOG Position: Q3 2024 in Review

Fulcrum Equity Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2024, closing a stake of 20,766 shares — an estimated $1.15M sold.

Fulcrum Equity Management first reported a position in VOOG in Q2 2024 and held it in 1 quarter. The position peaked at $1.15M in Q2 2024. 504 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

  • Fulcrum Equity Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 20,766 Vanguard S&P 500 Growth ETF shares in Q3 2024, an estimated $1.15M.
  • Fulcrum Equity Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard S&P 500 Growth ETF position peaked at $1.15M in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.