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Revolve Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Revolve Wealth Partners’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
Q2 		– Sell
-4,380
Closed -$201K – 156
2022
Q1 		$201K Hold
4,380
– – 0.06% 145
2021
Q4 		$220K Buy
+4,380
New +$212K 0.06% 139

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $1.31B AUM 62.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Revolve Wealth Partners's VOOG Position: Q2 2022 in Review

Revolve Wealth Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 4,380 shares — an estimated $201K sold.

Revolve Wealth Partners first reported a position in VOOG in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

  • Revolve Wealth Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 4,380 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $201K.
  • Revolve Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Revolve Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $220K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on Revolve Wealth Partners's 13F filing for Q2 2022, filed 11 Jul 2022.