MHS
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M Holdings Securities’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

M Holdings Securities’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
2021
Q2 		– Sell
-7,758
Closed -$304K – 480
2021
Q1 		$304K Buy
+7,758
New +$302K 0.03% 382

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
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

M Holdings Securities's VOOG Position: Q2 2021 in Review

M Holdings Securities sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2021, closing a stake of 7,758 shares — an estimated $304K sold.

M Holdings Securities first reported a position in VOOG in Q1 2021 and held it in 1 quarter. The position peaked at $304K in Q1 2021. 259 funds tracked by Wall St. Rank hold VOOG as of Q2 2021.

  • M Holdings Securities reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 7,758 Vanguard S&P 500 Growth ETF shares in Q2 2021, an estimated $304K.
  • M Holdings Securities first reported a position in Vanguard S&P 500 Growth ETF in Q1 2021 and held it in 1 quarter.
  • M Holdings Securities's Vanguard S&P 500 Growth ETF position peaked at $304K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.