McDonald Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

McDonald Partners’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
2022 Q3	–	Sell	-19,578	Closed	-$710K	–	290
2022 Q2	$710K	Buy	19,578 +5,406	+38%	+$215K	0.18%	148
2022 Q1	$651K	Buy	+14,172	New	+$640K	0.14%	171
2021 Q4	–	Sell	-12,054	Closed	-$536K	–	719
2021 Q3	$536K	Hold	12,054	–	–	0.13%	184
2021 Q2	$527K	Hold	12,054	–	–	0.12%	182
2021 Q1	$472K	Hold	12,054	–	–	0.12%	179
2020 Q4	$462K	Buy	+12,054	New	+$440K	0.13%	174

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McDonald Partners's VOOG Position: Q3 2022 in Review

McDonald Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2022, closing a stake of 19,578 shares — an estimated $710K sold.

McDonald Partners first reported a position in VOOG in Q4 2020 and held it in 6 quarters. The position peaked at $710K in Q2 2022. 319 funds tracked by Wall St. Rank hold VOOG as of Q3 2022.

McDonald Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 19,578 Vanguard S&P 500 Growth ETF shares in Q3 2022, an estimated $710K.
McDonald Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and held it in 6 quarters.
McDonald Partners's Vanguard S&P 500 Growth ETF position peaked at $710K in Q2 2022.
319 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.