Meridian Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Meridian Wealth Management’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
2019 Q3	–	Sell	-44,406	Closed	-$1.19M	–	492
2019 Q2	$1.19M	Sell	44,406 -14,250	-24%	-$375K	0.48%	32
2019 Q1	$1.51M	Buy	+58,656	New	+$1.44M	0.69%	27

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

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

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

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

CCP

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AWM

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

Meridian Wealth Management's VOOG Position: Q3 2019 in Review

Meridian Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2019, closing a stake of 44,406 shares — an estimated $1.19M sold.

Meridian Wealth Management first reported a position in VOOG in Q1 2019 and held it in 2 quarters. The position peaked at $1.51M in Q1 2019. 165 funds tracked by Wall St. Rank hold VOOG as of Q3 2019.

Meridian Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 44,406 Vanguard S&P 500 Growth ETF shares in Q3 2019, an estimated $1.19M.
Meridian Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2019 and held it in 2 quarters.
Meridian Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $1.51M in Q1 2019.
165 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.