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Gerber Kawasaki Wealth & Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Gerber Kawasaki Wealth & 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
-300
Closed -$13K – 1089
2021
Q3 		$13K Buy
+300
New +$13.8K ﹤0.01% 593

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Gerber Kawasaki Wealth & Investment Management's VOOG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 300 shares — an estimated $13K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VOOG in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 300 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $13K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard S&P 500 Growth ETF position peaked at $13K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.