Realta Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Realta Investment 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 Q4	–	Sell	-1,200	Closed	-$50.8K	–	790
2023 Q3	$50.8K	Sell	1,200 -1,140	-49%	-$48.5K	0.01%	531
2023 Q2	$99.1K	Buy	+2,340	New	+$93K	0.02%	485
2023 Q1	–	Sell	-2,784	Closed	-$97.9K	–	818
2022 Q4	$97.9K	Buy	2,784 +444	+19%	+$16K	0.02%	483
2022 Q3	$81K	Buy	+2,340	New	+$91.4K	0.02%	479
2020 Q1	–	Sell	-2,040	Closed	-$59K	–	1359
2019 Q4	$59K	Hold	2,040	–	–	0.02%	632
2019 Q3	$54K	Hold	2,040	–	–	0.01%	654
2019 Q2	$54K	Sell	2,040 -1,200	-37%	-$31.6K	0.02%	655
2019 Q1	$83K	Buy	+3,240	New	+$79.4K	0.04%	434

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's VOOG Position: Q4 2023 in Review

Realta Investment Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 1,200 shares — an estimated $50.8K sold.

Realta Investment Advisors first reported a position in VOOG in Q1 2019 and held it in 8 quarters. The position peaked at $99.1K in Q2 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

Realta Investment Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 1,200 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $50.8K.
Realta Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's Vanguard S&P 500 Growth ETF position peaked at $99.1K in Q2 2023.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.