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Perigon Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Perigon Wealth Management’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
-1,590
Closed -$61K – 1023
2020
Q4 		$61K Buy
+1,590
New +$58K 0.01% 690

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

Perigon Wealth Management's VOOG Position: Q1 2021 in Review

Perigon Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2021, closing a stake of 1,590 shares — an estimated $61K sold.

Perigon Wealth Management first reported a position in VOOG in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 247 funds tracked by Wall St. Rank hold VOOG as of Q1 2021.

  • Perigon Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,590 Vanguard S&P 500 Growth ETF shares in Q1 2021, an estimated $61K.
  • Perigon Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $61K in Q4 2020.
  • 247 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.