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Impact Partnership Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-60
Closed -$2.47K – 1090
2023
Q3 		$2.47K Hold
60
– – ﹤0.01% 797
2023
Q2 		$2.54K Buy
+60
New +$2.39K ﹤0.01% 608

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's VOOG Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 60 shares — an estimated $2.47K sold.

Impact Partnership Wealth first reported a position in VOOG in Q2 2023 and held it in 2 quarters. The position peaked at $2.54K in Q2 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 60 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $2.47K.
  • Impact Partnership Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Vanguard S&P 500 Growth ETF position peaked at $2.54K in Q2 2023.
  • 405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.