Mid Atlantic Financial Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$238K	Buy	5,346 +132	+3%	+$6.05K	0.02%	754
2021 Q2	$228K	Buy	5,214 +6	+0.1%	+$250	0.02%	779
2021 Q1	$204K	Sell	5,208 -300	-5%	-$11.7K	0.01%	766
2020 Q4	$211K	Buy	5,508 +6	+0.1%	+$219	0.02%	703
2020 Q3	$200K	Buy	+5,502	New	+$187K	0.02%	661

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 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

CCP

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

GAG

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

AWM

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

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

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

Mid Atlantic Financial Management's VOOG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.5% in Q3 2021, buying an estimated $6.05K and bringing the position to 5,346 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #754.

Mid Atlantic Financial Management first reported a position in VOOG in Q3 2020 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold VOOG as of Q3 2021.

Mid Atlantic Financial Management held 5,346 shares of Vanguard S&P 500 Growth ETF worth $238K as of Q3 2021.
Mid Atlantic Financial Management bought 132 Vanguard S&P 500 Growth ETF shares in Q3 2021, an estimated $6.05K.
Vanguard S&P 500 Growth ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #754 holding.
Mid Atlantic Financial Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and has held it in 5 quarters since.
284 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.