Kings Point Capital Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Kings Point Capital Management’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 Q1	$276K	Hold	6,000	–	–	0.02%	177
2021 Q4	$302K	Hold	6,000	–	–	0.02%	192
2021 Q3	$267K	Hold	6,000	–	–	0.02%	182
2021 Q2	$262K	Hold	6,000	–	–	0.02%	192
2021 Q1	$235K	Hold	6,000	–	–	0.02%	189
2020 Q4	$230K	Hold	6,000	–	–	0.02%	175
2020 Q3	$208K	Hold	6,000	–	–	0.03%	171
2020 Q2	$187K	Hold	6,000	–	–	0.03%	167
2020 Q1	$149K	Hold	6,000	–	–	0.03%	177
2019 Q4	$174K	Buy	+6,000	New	+$167K	0.03%	185

Other funds holding VOOG

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

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

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

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

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

CCP

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

Kings Point Capital Management's VOOG Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2022 at 6,000 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #177.

Kings Point Capital Management first reported a position in VOOG in Q4 2019 and has held it in 10 quarters since. The position peaked at $302K in Q4 2021. 326 funds tracked by Wall St. Rank hold VOOG as of Q1 2022.

Kings Point Capital Management held 6,000 shares of Vanguard S&P 500 Growth ETF worth $276K as of Q1 2022.
Kings Point Capital Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2022.
Vanguard S&P 500 Growth ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #177 holding.
Kings Point Capital Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's Vanguard S&P 500 Growth ETF position peaked at $302K in Q4 2021.
326 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.