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McKinley Carter Wealth Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-4,704
Closed -$216K – 304
2022
Q1 		$216K Buy
+4,704
New +$212K 0.02% 275

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
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McKinley Carter Wealth Services's VOOG Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 4,704 shares — an estimated $216K sold.

McKinley Carter Wealth Services first reported a position in VOOG in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

  • McKinley Carter Wealth Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,704 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $216K.
  • McKinley Carter Wealth Services first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Vanguard S&P 500 Growth ETF position peaked at $216K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.