MYCIO Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-9,210	Closed	-$268K	–	386
2019 Q4	$268K	Buy	9,210 +66	+0.7%	+$1.83K	0.02%	288
2019 Q3	$246K	Buy	9,144 +30	+0.3%	+$813	0.02%	271
2019 Q2	$245K	Hold	9,114	–	–	0.02%	272
2019 Q1	$235K	Buy	9,114 +24	+0.3%	+$588	0.02%	258
2018 Q4	$204K	Buy	9,090 +66	+0.7%	+$1.59K	0.02%	259
2018 Q3	$239K	Buy	9,024 +24	+0.3%	+$617	0.02%	247
2018 Q2	$219K	Buy	+9,000	New	+$216K	0.02%	251

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AWM

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

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

MYCIO Wealth Partners's VOOG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2020, closing a stake of 9,210 shares — an estimated $268K sold.

MYCIO Wealth Partners first reported a position in VOOG in Q2 2018 and held it in 7 quarters. The position peaked at $268K in Q4 2019. 187 funds tracked by Wall St. Rank hold VOOG as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 9,210 Vanguard S&P 500 Growth ETF shares in Q1 2020, an estimated $268K.
MYCIO Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q2 2018 and held it in 7 quarters.
MYCIO Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $268K in Q4 2019.
187 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.