IPW
VOOG icon

Intergy Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Intergy Private 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
2022
Q3 		– Sell
-70,626
Closed -$2.56M – 69
2022
Q2 		$2.56M Buy
+70,626
New +$2.81M 2.02% 12

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Intergy Private Wealth's VOOG Position: Q3 2022 in Review

Intergy Private Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2022, closing a stake of 70,626 shares — an estimated $2.56M sold.

Intergy Private Wealth first reported a position in VOOG in Q2 2022 and held it in 1 quarter. The position peaked at $2.56M in Q2 2022. 319 funds tracked by Wall St. Rank hold VOOG as of Q3 2022.

  • Intergy Private Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 70,626 Vanguard S&P 500 Growth ETF shares in Q3 2022, an estimated $2.56M.
  • Intergy Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 1 quarter.
  • Intergy Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $2.56M in Q2 2022.
  • 319 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2022.

Based on Intergy Private Wealth's 13F filing for Q3 2022, filed 19 Oct 2022.