S.A. Mason’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

S.A. Mason’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
2020 Q1	–	Sell	-90	Closed	-$3K	–	461
2019 Q4	$3K	Buy	+90	New	+$2.5K	﹤0.01%	412

Other funds holding VOOG

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

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

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

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

S.A. Mason's VOOG Position: Q1 2020 in Review

S.A. Mason sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2020, closing a stake of 90 shares — an estimated $3K sold.

S.A. Mason first reported a position in VOOG in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 187 funds tracked by Wall St. Rank hold VOOG as of Q1 2020.

S.A. Mason reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
S.A. Mason sold 90 Vanguard S&P 500 Growth ETF shares in Q1 2020, an estimated $3K.
S.A. Mason first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 1 quarter.
S.A. Mason's Vanguard S&P 500 Growth ETF position peaked at $3K in Q4 2019.
187 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.