Partnervest Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$1.49M	Buy	42,966 +786	+2%	+$26.7K	0.47%	44
2020 Q2	$1.31M	Buy	42,180 +624	+2%	+$18K	0.5%	40
2020 Q1	$1.03M	Sell	41,556 -11,376	-21%	-$323K	0.46%	37
2019 Q4	$1.54M	Buy	52,932 +6	+0%	+$167	0.56%	28
2019 Q3	$1.43M	Sell	52,926 -3,138	-6%	-$85K	0.51%	38
2019 Q2	$1.5M	Sell	56,064 -3,306	-6%	-$87K	0.6%	32
2019 Q1	$1.53M	Buy	+59,370	New	+$1.45M	0.63%	27

Other funds holding VOOG

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

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

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

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

CCP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Partnervest Advisory Services's VOOG Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.9% in Q3 2020, buying an estimated $26.7K and bringing the position to 42,966 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #44.

Partnervest Advisory Services first reported a position in VOOG in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2019. 222 funds tracked by Wall St. Rank hold VOOG as of Q3 2020.

Partnervest Advisory Services held 42,966 shares of Vanguard S&P 500 Growth ETF worth $1.49M as of Q3 2020.
Partnervest Advisory Services bought 786 Vanguard S&P 500 Growth ETF shares in Q3 2020, an estimated $26.7K.
Vanguard S&P 500 Growth ETF made up 0.47% of Partnervest Advisory Services's portfolio in Q3 2020, its #44 holding.
Partnervest Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q1 2019 and has held it in 7 quarters since.
Partnervest Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $1.54M in Q4 2019.
222 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.