GA
VOOG icon

GoalVest Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

GoalVest Advisory’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
-294
Closed -$16.2K – 382
2024
Q2 		$16.2K Hold
294
– – 0.01% 249
2024
Q1 		$14.8K Hold
294
– – ﹤0.01% 291
2023
Q4 		$13.2K Buy
294
+6
+2% +$257 0.01% 240
2023
Q3 		$11.9K Buy
+288
New +$12.2K 0.01% 260
2023
Q1 		– Sell
-540
Closed -$19K – 295
2022
Q4 		$19K Buy
+540
New +$19.5K 0.01% 160

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

GoalVest Advisory's VOOG Position: Q3 2024 in Review

GoalVest Advisory sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2024, closing a stake of 294 shares — an estimated $16.2K sold.

GoalVest Advisory first reported a position in VOOG in Q4 2022 and held it in 5 quarters. The position peaked at $19K in Q4 2022. 504 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

  • GoalVest Advisory reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • GoalVest Advisory sold 294 Vanguard S&P 500 Growth ETF shares in Q3 2024, an estimated $16.2K.
  • GoalVest Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 5 quarters.
  • GoalVest Advisory's Vanguard S&P 500 Growth ETF position peaked at $19K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

Based on GoalVest Advisory's 13F filing for Q3 2024, filed 6 Nov 2024.