Girard Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Girard Partners’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
2022 Q1	–	Sell	-10,800	Closed	-$543K	–	262
2021 Q4	$543K	Sell	10,800 -8,406	-44%	-$407K	0.06%	160
2021 Q3	$853K	Hold	19,206	–	–	0.11%	129
2021 Q2	$839K	Buy	+19,206	New	+$800K	0.11%	128

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Girard Partners's VOOG Position: Q1 2022 in Review

Girard Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2022, closing a stake of 10,800 shares — an estimated $543K sold.

Girard Partners first reported a position in VOOG in Q2 2021 and held it in 3 quarters. The position peaked at $853K in Q3 2021. 326 funds tracked by Wall St. Rank hold VOOG as of Q1 2022.

Girard Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Girard Partners sold 10,800 Vanguard S&P 500 Growth ETF shares in Q1 2022, an estimated $543K.
Girard Partners first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and held it in 3 quarters.
Girard Partners's Vanguard S&P 500 Growth ETF position peaked at $853K in Q3 2021.
326 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2022.

Based on Girard Partners's 13F filing for Q1 2022, filed 27 Apr 2022.