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

MinichMacGregor 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
2018 Q4	–	Sell	-12	Closed	–	–	509
2018 Q3	$0	Hold	12	–	–	﹤0.01%	590
2018 Q2	$0	Hold	12	–	–	﹤0.01%	595
2018 Q1	$0	Hold	12	–	–	﹤0.01%	558
2017 Q4	$0	Hold	12	–	–	﹤0.01%	531
2017 Q3	$0	Hold	12	–	–	﹤0.01%	523
2017 Q2	$0	Hold	12	–	–	﹤0.01%	522
2017 Q1	$0	Buy	+12	New	+$230	﹤0.01%	510

Other funds holding VOOG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MinichMacGregor Wealth Management's VOOG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2018, closing a stake of 12 shares.

MinichMacGregor Wealth Management first reported a position in VOOG in Q1 2017 and held it in 7 quarters. The position peaked at $0 in Q3 2018. 155 funds tracked by Wall St. Rank hold VOOG as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 12 Vanguard S&P 500 Growth ETF shares in Q4 2018.
MinichMacGregor Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $0 in Q3 2018.
155 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.