Icon Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-2,220	Closed	-$57K	–	755
2019 Q1	$57K	Buy	+2,220	New	+$54.4K	0.02%	339
2018 Q3	–	Sell	-2,220	Closed	-$54K	–	713
2018 Q2	$54K	Buy	+2,220	New	+$53.3K	0.02%	368
2018 Q1	–	Sell	-2,220	Closed	-$51K	–	716
2017 Q4	$51K	Buy	+2,220	New	+$49.6K	0.03%	410

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Icon Wealth Partners's VOOG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2019, closing a stake of 2,220 shares — an estimated $57K sold.

Icon Wealth Partners first reported a position in VOOG in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q1 2019. 165 funds tracked by Wall St. Rank hold VOOG as of Q2 2019.

Icon Wealth Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 2,220 Vanguard S&P 500 Growth ETF shares in Q2 2019, an estimated $57K.
Icon Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $57K in Q1 2019.
165 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.