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

Lauer 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
2023 Q2	–	Sell	-8,238	Closed	-$318K	–	52
2023 Q1	$318K	Buy	+8,238	New	+$303K	0.4%	35

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lauer Wealth's VOOG Position: Q2 2023 in Review

Lauer Wealth sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2023, closing a stake of 8,238 shares — an estimated $318K sold.

Lauer Wealth first reported a position in VOOG in Q1 2023 and held it in 1 quarter. The position peaked at $318K in Q1 2023. 365 funds tracked by Wall St. Rank hold VOOG as of Q2 2023.

Lauer Wealth reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Lauer Wealth sold 8,238 Vanguard S&P 500 Growth ETF shares in Q2 2023, an estimated $318K.
Lauer Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and held it in 1 quarter.
Lauer Wealth's Vanguard S&P 500 Growth ETF position peaked at $318K in Q1 2023.
365 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2023.

Based on Lauer Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.