Newman Dignan & Sheerar Inc’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Newman Dignan & Sheerar Inc’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
2021 Q4	–	Sell	-4,980	Closed	-$221K	–	209
2021 Q3	$221K	Hold	4,980	–	–	0.06%	176
2021 Q2	$218K	Sell	4,980 -2,940	-37%	-$122K	0.07%	176
2021 Q1	$310K	Sell	7,920 -1,290	-14%	-$50.1K	0.11%	139
2020 Q4	$353K	Hold	9,210	–	–	0.06%	116
2020 Q3	$320K	Buy	+9,210	New	+$313K	0.13%	122

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VOOG Position: Q4 2021 in Review

Newman Dignan & Sheerar Inc sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 4,980 shares — an estimated $221K sold.

Newman Dignan & Sheerar Inc first reported a position in VOOG in Q3 2020 and held it in 5 quarters. The position peaked at $353K in Q4 2020. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

Newman Dignan & Sheerar Inc reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 4,980 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $221K.
Newman Dignan & Sheerar Inc first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and held it in 5 quarters.
Newman Dignan & Sheerar Inc's Vanguard S&P 500 Growth ETF position peaked at $353K in Q4 2020.
335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2021, filed 18 Jan 2022.