Intercontinental Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$260K	Sell	6,138 -90	-1%	-$3.58K	0.06%	276
2023 Q1	$239K	Hold	6,228	–	–	0.06%	285
2022 Q4	$219K	Buy	6,228 +138	+2%	+$4.98K	0.07%	257
2022 Q3	$212K	Hold	6,090	–	–	0.07%	255
2022 Q2	$221K	Buy	6,090 +90	+2%	+$3.58K	0.06%	266
2022 Q1	$276K	Hold	6,000	–	–	0.06%	252
2021 Q4	$302K	Hold	6,000	–	–	0.06%	242
2021 Q3	$267K	Hold	6,000	–	–	0.06%	244
2021 Q2	$262K	Buy	+6,000	New	+$250K	0.05%	250

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Intercontinental Wealth Advisors's VOOG Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.4% in Q2 2023, selling an estimated $3.58K and leaving 6,138 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #276.

Intercontinental Wealth Advisors first reported a position in VOOG in Q2 2021 and has held it in 9 quarters since. The position peaked at $302K in Q4 2021. 365 funds tracked by Wall St. Rank hold VOOG as of Q2 2023.

Intercontinental Wealth Advisors held 6,138 shares of Vanguard S&P 500 Growth ETF worth $260K as of Q2 2023.
Intercontinental Wealth Advisors sold 90 Vanguard S&P 500 Growth ETF shares in Q2 2023, an estimated $3.58K.
Vanguard S&P 500 Growth ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #276 holding.
Intercontinental Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $302K in Q4 2021.
365 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.