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Safeguard Financial’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Safeguard Financial’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
Q4 		– Sell
-4,242
Closed -$244K – 134
2024
Q3 		$244K Hold
4,242
– – 0.06% 105
2024
Q2 		$236K Buy
4,242
+288
+7% +$14.9K 0.07% 90
2024
Q1 		$201K Sell
3,954
-1,482
-27% -$71.6K 0.07% 81
2023
Q4 		$245K Sell
5,436
-84
-2% -$3.6K 0.09% 69
2023
Q3 		$227K Buy
5,520
+24
+0.4% +$1.02K 0.11% 65
2023
Q2 		$232K Sell
5,496
-438
-7% -$17.4K 0.11% 60
2023
Q1 		$228K Buy
+5,934
New +$218K 0.14% 60

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Safeguard Financial's VOOG Position: Q4 2024 in Review

Safeguard Financial sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2024, closing a stake of 4,242 shares — an estimated $244K sold.

Safeguard Financial first reported a position in VOOG in Q1 2023 and held it in 7 quarters. The position peaked at $245K in Q4 2023. 576 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

  • Safeguard Financial reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 4,242 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $244K.
  • Safeguard Financial first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and held it in 7 quarters.
  • Safeguard Financial's Vanguard S&P 500 Growth ETF position peaked at $245K in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.