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MJT & Associates Financial Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

MJT & Associates Financial Advisory’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
2025
Q3 		– Sell
-132
Closed -$8.72K – 515
2025
Q2 		$8.72K Hold
132
– – 0.01% 225
2025
Q1 		$7.36K Buy
+132
New +$8K 0.01% 250

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MJT & Associates Financial Advisory's VOOG Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 132 shares — an estimated $8.72K sold.

MJT & Associates Financial Advisory first reported a position in VOOG in Q1 2025 and held it in 2 quarters. The position peaked at $8.72K in Q2 2025. 638 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 132 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $8.72K.
  • MJT & Associates Financial Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Vanguard S&P 500 Growth ETF position peaked at $8.72K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.