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Money Concepts Capital’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-14,826
Closed -$521K – 2839
2022
Q4 		$521K Buy
+14,826
New +$535K 0.02% 422
2022
Q2 		– Sell
-13,056
Closed -$600K – 2596
2022
Q1 		$600K Buy
13,056
+9,918
+316% +$448K 0.03% 400
2021
Q4 		$158K Buy
+3,138
New +$152K 0.01% 511
2021
Q1 		$736K Buy
18,798
+4,620
+33% +$180K 0.06% 256
2020
Q4 		$544K Buy
+14,178
New +$517K 0.05% 270

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's VOOG Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2023, closing a stake of 14,826 shares — an estimated $521K sold.

Money Concepts Capital first reported a position in VOOG in Q4 2020 and held it in 5 quarters. The position peaked at $736K in Q1 2021. 349 funds tracked by Wall St. Rank hold VOOG as of Q1 2023.

  • Money Concepts Capital reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 14,826 Vanguard S&P 500 Growth ETF shares in Q1 2023, an estimated $521K.
  • Money Concepts Capital first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's Vanguard S&P 500 Growth ETF position peaked at $736K in Q1 2021.
  • 349 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.