Paladin Advisory Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Paladin Advisory Group’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
2023 Q4	–	Sell	-204	Closed	-$8.28K	–	259
2023 Q3	$8.28K	Buy	204 +6	+3%	+$255	0.01%	218
2023 Q2	$8.5K	Hold	198	–	–	0.01%	221
2023 Q1	$7.71K	Buy	+198	New	+$7.28K	0.01%	226
2022 Q2	–	Sell	-198	Closed	-$7.88K	–	519
2022 Q1	$9K	Buy	+198	New	+$8.94K	0.01%	233

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paladin Advisory Group's VOOG Position: Q4 2023 in Review

Paladin Advisory Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 204 shares — an estimated $8.28K sold.

Paladin Advisory Group first reported a position in VOOG in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

Paladin Advisory Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 204 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $8.28K.
Paladin Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and held it in 4 quarters.
Paladin Advisory Group's Vanguard S&P 500 Growth ETF position peaked at $9K in Q1 2022.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.