Gupta Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Gupta Wealth 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
2016 Q1	$146K	Buy	+8,400	New	+$138K	0.03%	284
2015 Q3	–	Sell	-3,000	Closed	-$51K	–	1351
2015 Q2	$51K	Buy	+3,000	New	+$51.9K	0.01%	465

Other funds holding VOOG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

NFG

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gupta Wealth Management's VOOG Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q1 2016: 8,400 shares worth $146K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in VOOG as recently as Q2 2015.

Gupta Wealth Management first reported a position in VOOG in Q2 2015 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold VOOG as of Q1 2016.

Gupta Wealth Management held 8,400 shares of Vanguard S&P 500 Growth ETF worth $146K as of Q1 2016.
Vanguard S&P 500 Growth ETF was a new Gupta Wealth Management position in Q1 2016.
Vanguard S&P 500 Growth ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #284 holding.
Gupta Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2015 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.