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

Mirsky 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
2020 Q2	–	Sell	-11,526	Closed	-$286K	–	36
2020 Q1	$286K	Sell	11,526 -882	-7%	-$25K	0.2%	30
2019 Q4	$361K	Sell	12,408 -180	-1%	-$5K	0.23%	32
2019 Q3	$339K	Sell	12,588 -486	-4%	-$13.2K	0.24%	29
2019 Q2	$351K	Sell	13,074 -444	-3%	-$11.7K	0.26%	29
2019 Q1	$348K	Sell	13,518 -4,824	-26%	-$118K	0.27%	29
2018 Q4	$413K	Buy	+18,342	New	+$443K	0.36%	25

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

Mirsky Financial Management's VOOG Position: Q2 2020 in Review

Mirsky Financial Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2020, closing a stake of 11,526 shares — an estimated $286K sold.

Mirsky Financial Management first reported a position in VOOG in Q4 2018 and held it in 6 quarters. The position peaked at $413K in Q4 2018. 211 funds tracked by Wall St. Rank hold VOOG as of Q2 2020.

Mirsky Financial Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Mirsky Financial Management sold 11,526 Vanguard S&P 500 Growth ETF shares in Q2 2020, an estimated $286K.
Mirsky Financial Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and held it in 6 quarters.
Mirsky Financial Management's Vanguard S&P 500 Growth ETF position peaked at $413K in Q4 2018.
211 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2020.

Based on Mirsky Financial Management's 13F filing for Q2 2020, filed 31 Jul 2020.