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Punch & Associates Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Punch & Associates Investment 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
2024
Q1 		– Sell
-1,140
Closed -$51.5K – 233
2023
Q4 		$51.5K Hold
1,140
– – ﹤0.01% 219
2023
Q3 		$46.9K Hold
1,140
– – ﹤0.01% 216
2023
Q2 		$48.3K Hold
1,140
– – ﹤0.01% 218
2023
Q1 		$43.8K Buy
+1,140
New +$41.9K ﹤0.01% 217

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Punch & Associates Investment Management's VOOG Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 1,140 shares — an estimated $51.5K sold.

Punch & Associates Investment Management first reported a position in VOOG in Q1 2023 and held it in 4 quarters. The position peaked at $51.5K in Q4 2023. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 1,140 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $51.5K.
  • Punch & Associates Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and held it in 4 quarters.
  • Punch & Associates Investment Management's Vanguard S&P 500 Growth ETF position peaked at $51.5K in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.