National Planning Corporation’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-15,822	Closed	-$339K	–	605
2017 Q3	$339K	Sell	15,822 -456,468	-97%	-$9.62M	0.03%	485
2017 Q2	$9.65M	Buy	472,290 +8,694	+2%	+$176K	0.73%	26
2017 Q1	$9.11M	Buy	463,596 +13,482	+3%	+$259K	0.69%	28
2016 Q4	$8.46M	Buy	450,114 +20,586	+5%	+$372K	0.66%	33
2016 Q3	$7.65M	Buy	429,528 +25,962	+6%	+$471K	0.61%	33
2016 Q2	$7.34M	Buy	403,566 +11,934	+3%	+$207K	0.57%	35
2016 Q1	$6.72M	Buy	391,632 +17,616	+5%	+$290K	0.58%	34
2015 Q4	$5.87M	Buy	+374,016	New	+$6.49M	0.48%	47
2015 Q1	–	Sell	-2,520	Closed	-$41.5K	–	2022
2014 Q4	$41.5K	Buy	+2,520	New	+$41.1K	﹤0.01%	1344

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

CCP

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

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

National Planning Corporation's VOOG Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2017, closing a stake of 15,822 shares — an estimated $339K sold.

National Planning Corporation first reported a position in VOOG in Q4 2014 and held it in 9 quarters. The position peaked at $9.65M in Q2 2017. 115 funds tracked by Wall St. Rank hold VOOG as of Q4 2017.

National Planning Corporation reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 15,822 Vanguard S&P 500 Growth ETF shares in Q4 2017, an estimated $339K.
National Planning Corporation first reported a position in Vanguard S&P 500 Growth ETF in Q4 2014 and held it in 9 quarters.
National Planning Corporation's Vanguard S&P 500 Growth ETF position peaked at $9.65M in Q2 2017.
115 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.