LWA
VOOG icon

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

Lowe Wealth 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
2025
Q3 		$4.36K Hold
60
– – ﹤0.01% 298
2025
Q2 		$3.96K Hold
60
– – ﹤0.01% 301
2025
Q1 		$3.35K Hold
60
– – ﹤0.01% 312
2024
Q4 		$3.66K Buy
60
+42
+233% +$2.52K ﹤0.01% 298
2024
Q3 		$1.04K Hold
18
– – ﹤0.01% 294
2024
Q2 		$1K Hold
18
– – ﹤0.01% 291
2024
Q1 		$914 Hold
18
– – ﹤0.01% 282
2023
Q4 		$812 Hold
18
– – ﹤0.01% 287
2023
Q3 		$741 Hold
18
– – ﹤0.01% 280
2023
Q2 		$762 Hold
18
– – ﹤0.01% 324
2023
Q1 		$691 Buy
+18
New +$661 ﹤0.01% 321

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return