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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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