Mark Sheptoff Financial Planning’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-600	Closed	-$23K	–	395
2020 Q4	$23K	Hold	600	–	–	0.01%	206
2020 Q3	$21K	Hold	600	–	–	0.01%	189
2020 Q2	$19K	Hold	600	–	–	0.01%	203
2020 Q1	$15K	Hold	600	–	–	0.01%	202
2019 Q4	$17K	Hold	600	–	–	0.01%	232
2019 Q3	$16K	Hold	600	–	–	0.01%	234
2019 Q2	$16K	Hold	600	–	–	0.01%	230
2019 Q1	$15K	Hold	600	–	–	0.01%	231
2018 Q4	$14K	Hold	600	–	–	0.01%	215
2018 Q3	$16K	Hold	600	–	–	0.01%	256
2018 Q2	$15K	Buy	+600	New	+$14.4K	0.01%	247

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Mark Sheptoff Financial Planning's VOOG Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2021, closing a stake of 600 shares — an estimated $23K sold.

Mark Sheptoff Financial Planning first reported a position in VOOG in Q2 2018 and held it in 11 quarters. The position peaked at $23K in Q4 2020. 247 funds tracked by Wall St. Rank hold VOOG as of Q1 2021.

Mark Sheptoff Financial Planning reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 600 Vanguard S&P 500 Growth ETF shares in Q1 2021, an estimated $23K.
Mark Sheptoff Financial Planning first reported a position in Vanguard S&P 500 Growth ETF in Q2 2018 and held it in 11 quarters.
Mark Sheptoff Financial Planning's Vanguard S&P 500 Growth ETF position peaked at $23K in Q4 2020.
247 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.