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RMR Wealth Builders’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

RMR Wealth Builders’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
-8,952
Closed -$404K – 266
2023
Q4 		$404K Sell
8,952
-4,842
-35% -$207K 0.06% 165
2023
Q3 		$567K Buy
13,794
+1,368
+11% +$58.2K 0.09% 121
2023
Q2 		$528K Hold
12,426
– – 0.09% 108
2023
Q1 		$477K Sell
12,426
-246
-2% -$9.04K 0.09% 110
2022
Q4 		$445K Sell
12,672
-456
-3% -$16.5K 0.1% 105
2022
Q3 		$457K Buy
13,128
+324
+3% +$12.7K 0.11% 100
2022
Q2 		$465K Sell
12,804
-912
-7% -$36.3K 0.12% 112
2022
Q1 		$630K Sell
13,716
-858
-6% -$38.7K 0.14% 103
2021
Q4 		$733K Sell
14,574
-240
-2% -$11.6K 0.21% 49
2021
Q3 		$660K Buy
+14,814
New +$679K 0.19% 81

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $95.2B AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RMR Wealth Builders's VOOG Position: Q1 2024 in Review

RMR Wealth Builders sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 8,952 shares — an estimated $404K sold.

RMR Wealth Builders first reported a position in VOOG in Q3 2021 and held it in 10 quarters. The position peaked at $733K in Q4 2021. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

  • RMR Wealth Builders reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 8,952 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $404K.
  • RMR Wealth Builders first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 10 quarters.
  • RMR Wealth Builders's Vanguard S&P 500 Growth ETF position peaked at $733K in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on RMR Wealth Builders's 13F filing for Q1 2024, filed 15 Apr 2024.