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Pinnacle Family Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Pinnacle Family 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
2023
Q3 		– Sell
-8,130
Closed -$344K – 105
2023
Q2 		$344K Buy
+8,130
New +$323K 0.19% 77

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Family Advisors's VOOG Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2023, closing a stake of 8,130 shares — an estimated $344K sold.

Pinnacle Family Advisors first reported a position in VOOG in Q2 2023 and held it in 1 quarter. The position peaked at $344K in Q2 2023. 368 funds tracked by Wall St. Rank hold VOOG as of Q3 2023.

  • Pinnacle Family Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 8,130 Vanguard S&P 500 Growth ETF shares in Q3 2023, an estimated $344K.
  • Pinnacle Family Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Pinnacle Family Advisors's Vanguard S&P 500 Growth ETF position peaked at $344K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.