High Net Worth Advisory Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-72	Closed	-$2.53K	–	564
2022 Q4	$2.53K	Buy	72 +24	+50%	+$867	﹤0.01%	574
2022 Q3	$2K	Buy	+48	New	+$1.88K	﹤0.01%	637

Other funds holding VOOG

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Net Worth Advisory Group's VOOG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2023, closing a stake of 72 shares — an estimated $2.53K sold.

High Net Worth Advisory Group first reported a position in VOOG in Q3 2022 and held it in 2 quarters. The position peaked at $2.53K in Q4 2022. 349 funds tracked by Wall St. Rank hold VOOG as of Q1 2023.

High Net Worth Advisory Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 72 Vanguard S&P 500 Growth ETF shares in Q1 2023, an estimated $2.53K.
High Net Worth Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and held it in 2 quarters.
High Net Worth Advisory Group's Vanguard S&P 500 Growth ETF position peaked at $2.53K in Q4 2022.
349 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.