Optimum Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Optimum Investment Advisors’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 Q1	–	Sell	-60	Closed	-$2K	–	959
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	840
2020 Q3	$2K	Sell	60 -282	-82%	-$9.59K	﹤0.01%	831
2020 Q2	$11K	Hold	342	–	–	﹤0.01%	689
2020 Q1	$9K	Buy	342 +264	+338%	+$7.5K	﹤0.01%	702
2019 Q4	$2K	Hold	78	–	–	﹤0.01%	899
2019 Q3	$2K	Hold	78	–	–	﹤0.01%	942
2019 Q2	$2K	Hold	78	–	–	﹤0.01%	896
2019 Q1	$2K	Hold	78	–	–	﹤0.01%	957
2018 Q4	$2K	Buy	+78	New	+$1.89K	﹤0.01%	914

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

CCP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Optimum Investment Advisors's VOOG Position: Q1 2021 in Review

Optimum Investment Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2021, closing a stake of 60 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in VOOG in Q4 2018 and held it in 9 quarters. The position peaked at $11K in Q2 2020. 247 funds tracked by Wall St. Rank hold VOOG as of Q1 2021.

Optimum Investment Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 60 Vanguard S&P 500 Growth ETF shares in Q1 2021, an estimated $2K.
Optimum Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and held it in 9 quarters.
Optimum Investment Advisors's Vanguard S&P 500 Growth ETF position peaked at $11K in Q2 2020.
247 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.