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Global Wealth Strategies & Associates’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q4 		– Sell
-1,050
Closed -$43.2K – 360
2023
Q3 		$43.2K Buy
+1,050
New +$44.7K 0.02% 83
2023
Q1 		– Sell
-192
Closed -$6.75K – 390
2022
Q4 		$6.75K Buy
+192
New +$6.93K ﹤0.01% 195

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Strategies & Associates's VOOG Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 1,050 shares — an estimated $43.2K sold.

Global Wealth Strategies & Associates first reported a position in VOOG in Q4 2022 and held it in 2 quarters. The position peaked at $43.2K in Q3 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,050 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $43.2K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Vanguard S&P 500 Growth ETF position peaked at $43.2K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.