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

Prestige Wealth Management 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
2022
Q4 		– Sell
-60
Closed -$2K – 1190
2022
Q3 		$2K Hold
60
– – ﹤0.01% 787
2022
Q2 		$2K Hold
60
– – ﹤0.01% 802
2022
Q1 		$3K Hold
60
– – ﹤0.01% 738
2021
Q4 		$3K Hold
60
– – ﹤0.01% 754
2021
Q3 		$3K Hold
60
– – ﹤0.01% 765
2021
Q2 		$3K Hold
60
– – ﹤0.01% 758
2021
Q1 		$2K Buy
+60
New +$2.33K ﹤0.01% 829

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prestige Wealth Management Group's VOOG Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2022, closing a stake of 60 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in VOOG in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 350 funds tracked by Wall St. Rank hold VOOG as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 60 Vanguard S&P 500 Growth ETF shares in Q4 2022, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2021 and held it in 7 quarters.
  • Prestige Wealth Management Group's Vanguard S&P 500 Growth ETF position peaked at $3K in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.