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Lee, Danner & Bass’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,056
Closed -$64.3K – 690
2024
Q4 		$64.3K Buy
+1,056
New +$63.3K 0.01% 323

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Lee, Danner & Bass's VOOG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 1,056 shares — an estimated $64.3K sold.

Lee, Danner & Bass first reported a position in VOOG in Q4 2024 and held it in 1 quarter. The position peaked at $64.3K in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,056 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $64.3K.
  • Lee, Danner & Bass first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard S&P 500 Growth ETF position peaked at $64.3K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.