Level Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-900	Closed	-$40.6K	–	249
2023 Q4	$40.6K	Hold	900	–	–	0.02%	130
2023 Q3	$37K	Hold	900	–	–	0.02%	124
2023 Q2	$38.1K	Hold	900	–	–	0.02%	120
2023 Q1	$34.6K	Hold	900	–	–	0.02%	113
2022 Q4	$32K	Hold	900	–	–	0.02%	110
2022 Q3	$31K	Hold	900	–	–	0.02%	119
2022 Q2	$33K	Hold	900	–	–	0.02%	126
2022 Q1	$41K	Hold	900	–	–	0.03%	104
2021 Q4	$45K	Buy	+900	New	+$43.6K	0.03%	105

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Level Financial Advisors's VOOG Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 900 shares — an estimated $40.6K sold.

Level Financial Advisors first reported a position in VOOG in Q4 2021 and held it in 9 quarters. The position peaked at $45K in Q4 2021. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

Level Financial Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 900 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $40.6K.
Level Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $45K in Q4 2021.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.