Relaxing Retirement Coach’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Relaxing Retirement Coach’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 Q2	$1.3M	Hold	30,792	–	–	0.39%	29
2023 Q1	$1.18M	Hold	30,792	–	–	0.39%	34
2022 Q4	$1.08M	Hold	30,792	–	–	0.4%	35
2022 Q3	$1.07M	Sell	30,792 -3,300	-10%	-$129K	0.51%	31
2022 Q2	$1.24M	Hold	34,092	–	–	0.62%	28
2022 Q1	$1.57M	Hold	34,092	–	–	0.8%	23
2021 Q4	$1.72M	Hold	34,092	–	–	0.99%	25
2021 Q3	$1.51M	Hold	34,092	–	–	1.24%	24
2021 Q2	$1.49M	Hold	34,092	–	–	1.27%	24
2021 Q1	$1.33M	Sell	34,092 -1,692	-5%	-$65.8K	1.53%	22
2020 Q4	$1.37M	Sell	35,784 -35,784	-50%	-$1.3M	1.5%	24
2020 Q3	$2.49M	Buy	71,568 +35,058	+96%	+$1.19M	1.09%	34
2020 Q2	$1.14M	Hold	36,510	–	–	0.8%	36
2020 Q1	$905K	Hold	36,510	–	–	0.56%	36
2019 Q4	$1.06M	Hold	36,510	–	–	0.31%	36
2019 Q3	$984K	Sell	36,510 -1,068	-3%	-$28.9K	0.3%	36
2019 Q2	$1.01M	Hold	37,578	–	–	0.31%	36
2019 Q1	$969K	Sell	37,578 -456	-1%	-$11.2K	0.3%	36
2018 Q4	$855K	Sell	38,034 -5,034	-12%	-$122K	0.29%	36
2018 Q3	$1.14M	Hold	43,068	–	–	0.34%	36
2018 Q2	$1.05M	Sell	43,068 -2,802	-6%	-$67.3K	0.32%	38
2018 Q1	$1.06M	Sell	45,870 -2,730	-6%	-$65.1K	0.34%	36
2017 Q4	$1.11M	Buy	+48,600	New	+$1.09M	0.36%	37

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Relaxing Retirement Coach's VOOG Position: Q2 2023 in Review

Relaxing Retirement Coach held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2023 at 30,792 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #29.

Relaxing Retirement Coach first reported a position in VOOG in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.49M in Q3 2020. 365 funds tracked by Wall St. Rank hold VOOG as of Q2 2023.

Relaxing Retirement Coach held 30,792 shares of Vanguard S&P 500 Growth ETF worth $1.3M as of Q2 2023.
Relaxing Retirement Coach left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2023.
Vanguard S&P 500 Growth ETF made up 0.39% of Relaxing Retirement Coach's portfolio in Q2 2023, its #29 holding.
Relaxing Retirement Coach first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and has held it in 23 quarters since.
Relaxing Retirement Coach's Vanguard S&P 500 Growth ETF position peaked at $2.49M in Q3 2020.
365 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.