InterOcean Capital Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

InterOcean Capital Group’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 Q1	$1.34M	Buy	26,460 +15,600	+144%	+$753K	0.03%	176
2023 Q4	$490K	Hold	10,860	–	–	0.01%	297
2023 Q3	$447K	Hold	10,860	–	–	0.01%	289
2023 Q2	$460K	Buy	10,860 +60	+0.6%	+$2.39K	0.01%	289
2023 Q1	$415K	Sell	10,800 -6	-0.1%	-$220	0.01%	281
2022 Q4	$380K	Sell	10,806 -1,578	-13%	-$57K	0.01%	300
2022 Q3	$430K	Hold	12,384	–	–	0.02%	259
2022 Q2	$449K	Hold	12,384	–	–	0.02%	255
2022 Q1	$569K	Buy	12,384 +1,584	+15%	+$71.5K	0.02%	165
2021 Q4	$543K	Hold	10,800	–	–	0.02%	168
2021 Q3	$480K	Hold	10,800	–	–	0.02%	162
2021 Q2	$472K	Hold	10,800	–	–	0.02%	165
2021 Q1	$423K	Hold	10,800	–	–	0.02%	162
2020 Q4	$414K	Buy	+10,800	New	+$394K	0.03%	147

Other funds holding VOOG

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

InterOcean Capital Group's VOOG Position: Q1 2024 in Review

InterOcean Capital Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 144% in Q1 2024, buying an estimated $753K and bringing the position to 26,460 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #176.

InterOcean Capital Group first reported a position in VOOG in Q4 2020 and has held it in 14 quarters since. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

InterOcean Capital Group held 26,460 shares of Vanguard S&P 500 Growth ETF worth $1.34M as of Q1 2024.
InterOcean Capital Group bought 15,600 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $753K.
Vanguard S&P 500 Growth ETF made up 0.03% of InterOcean Capital Group's portfolio in Q1 2024, its #176 holding.
InterOcean Capital Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 14 quarters since.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.