Matthew Hamilton Rosenberg’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Matthew Hamilton Rosenberg’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	-288	Closed	-$13K	–	923
2023 Q4	$13K	Sell	288 -168	-37%	-$7.19K	﹤0.01%	579
2023 Q3	$18.8K	Hold	456	–	–	0.01%	541
2023 Q2	$19.3K	Hold	456	–	–	0.01%	549
2023 Q1	$17.5K	Hold	456	–	–	0.01%	604
2022 Q4	$16K	Hold	456	–	–	0.01%	598
2022 Q3	$16K	Hold	456	–	–	0.01%	597
2022 Q2	$17K	Hold	456	–	–	0.01%	595
2022 Q1	$21K	Hold	456	–	–	0.01%	557
2021 Q4	$23K	Hold	456	–	–	0.01%	512
2021 Q3	$20K	Sell	456 -402	-47%	-$18.4K	0.01%	506
2021 Q2	$38K	Hold	858	–	–	0.02%	401
2021 Q1	$34K	Hold	858	–	–	0.02%	384
2020 Q4	$33K	Hold	858	–	–	0.02%	374
2020 Q3	$30K	Hold	858	–	–	0.02%	356
2020 Q2	$27K	Buy	+858	New	+$24.7K	0.02%	384

Other funds holding VOOG

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's VOOG Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 288 shares — an estimated $13K sold.

Matthew Hamilton Rosenberg first reported a position in VOOG in Q2 2020 and held it in 15 quarters. The position peaked at $38K in Q2 2021. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

Matthew Hamilton Rosenberg reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 288 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $13K.
Matthew Hamilton Rosenberg first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and held it in 15 quarters.
Matthew Hamilton Rosenberg's Vanguard S&P 500 Growth ETF position peaked at $38K in Q2 2021.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.