INVST’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

INVST’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 Q2	–	Sell	-6,468	Closed	-$329K	–	280
2024 Q1	$329K	Buy	+6,468	New	+$312K	0.04%	189

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

INVST's VOOG Position: Q2 2024 in Review

INVST sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2024, closing a stake of 6,468 shares — an estimated $329K sold.

INVST first reported a position in VOOG in Q1 2024 and held it in 1 quarter. The position peaked at $329K in Q1 2024. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

INVST reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
INVST sold 6,468 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $329K.
INVST first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and held it in 1 quarter.
INVST's Vanguard S&P 500 Growth ETF position peaked at $329K in Q1 2024.
478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on INVST's 13F filing for Q2 2024, filed 16 Aug 2024.