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

Prentice 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 Q4	–	Sell	-1,836	Closed	-$82K	–	304
2021 Q3	$82K	Hold	1,836	–	–	0.04%	150
2021 Q2	$80K	Hold	1,836	–	–	0.04%	155
2021 Q1	$72K	Buy	+1,836	New	+$71.4K	0.04%	156

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

CCP

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

GAG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prentice Wealth Management's VOOG Position: Q4 2021 in Review

Prentice Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 1,836 shares — an estimated $82K sold.

Prentice Wealth Management first reported a position in VOOG in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q3 2021. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

Prentice Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Prentice Wealth Management sold 1,836 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $82K.
Prentice Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2021 and held it in 3 quarters.
Prentice Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $82K in Q3 2021.
335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.