Householder Group Estate & Retirement Specialist’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,416	Closed	-$81K	–	1208
2024 Q3	$81K	Hold	1,416	–	–	0.02%	401
2024 Q2	$78K	Sell	1,416 -240	-14%	-$12.4K	0.02%	400
2024 Q1	$84.1K	Hold	1,656	–	–	0.03%	377
2023 Q4	$74K	Sell	1,656 -3,330	-67%	-$143K	0.02%	392
2023 Q3	$205K	Buy	+4,986	New	+$212K	0.07%	217
2023 Q1	$309K	Buy	+8,034	New	+$295K	0.12%	159
2022 Q4	–	Sell	-9,822	Closed	-$341K	–	1132
2022 Q3	$341K	Sell	9,822 -4,038	-29%	-$158K	0.14%	142
2022 Q2	$503K	Sell	13,860 -5,520	-28%	-$220K	0.22%	108
2022 Q1	$890K	Sell	19,380 -6,990	-27%	-$316K	0.36%	73
2021 Q4	$1.33M	Buy	+26,370	New	+$1.28M	0.49%	54

Other funds holding VOOG

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VOOG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2024, closing a stake of 1,416 shares — an estimated $81K sold.

Householder Group Estate & Retirement Specialist first reported a position in VOOG in Q4 2021 and held it in 10 quarters. The position peaked at $1.33M in Q4 2021. 576 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,416 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $81K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Vanguard S&P 500 Growth ETF position peaked at $1.33M in Q4 2021.
576 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.