KCM Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

KCM Investment 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
2020 Q2	–	Sell	-12,780	Closed	-$317K	–	349
2020 Q1	$317K	Sell	12,780 -480	-4%	-$13.6K	0.02%	260
2019 Q4	$385K	Hold	13,260	–	–	0.02%	263
2019 Q3	$357K	Hold	13,260	–	–	0.02%	270
2019 Q2	$356K	Buy	+13,260	New	+$349K	0.02%	265

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

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

KCM Investment Advisors's VOOG Position: Q2 2020 in Review

KCM Investment Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2020, closing a stake of 12,780 shares — an estimated $317K sold.

KCM Investment Advisors first reported a position in VOOG in Q2 2019 and held it in 4 quarters. The position peaked at $385K in Q4 2019. 211 funds tracked by Wall St. Rank hold VOOG as of Q2 2020.

KCM Investment Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
KCM Investment Advisors sold 12,780 Vanguard S&P 500 Growth ETF shares in Q2 2020, an estimated $317K.
KCM Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2019 and held it in 4 quarters.
KCM Investment Advisors's Vanguard S&P 500 Growth ETF position peaked at $385K in Q4 2019.
211 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2020.

Based on KCM Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.