OIA
VOOG icon

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return