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

Girard Securities’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
2017
Q4 		– Sell
-10,746
Closed -$231K – 114
2017
Q3 		$231K Buy
10,746
+42
+0.4% +$885 0.2% 110
2017
Q2 		$219K Buy
+10,704
New +$217K 0.16% 139

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Girard Securities's VOOG Position: Q4 2017 in Review

Girard Securities sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2017, closing a stake of 10,746 shares — an estimated $231K sold.

Girard Securities first reported a position in VOOG in Q2 2017 and held it in 2 quarters. The position peaked at $231K in Q3 2017. 115 funds tracked by Wall St. Rank hold VOOG as of Q4 2017.

  • Girard Securities reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 10,746 Vanguard S&P 500 Growth ETF shares in Q4 2017, an estimated $231K.
  • Girard Securities first reported a position in Vanguard S&P 500 Growth ETF in Q2 2017 and held it in 2 quarters.
  • Girard Securities's Vanguard S&P 500 Growth ETF position peaked at $231K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.