SFSIG
VOOG icon

San Francisco Sentry Investment Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q2 		– Sell
-960
Closed -$22K – 881
2018
Q1 		$22K Hold
960
– – 0.01% 563
2017
Q4 		$22K Hold
960
– – 0.01% 558
2017
Q3 		$21K Buy
+960
New +$20.2K 0.01% 547

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

San Francisco Sentry Investment Group's VOOG Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2018, closing a stake of 960 shares — an estimated $22K sold.

San Francisco Sentry Investment Group first reported a position in VOOG in Q3 2017 and held it in 3 quarters. The position peaked at $22K in Q1 2018. 133 funds tracked by Wall St. Rank hold VOOG as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 960 Vanguard S&P 500 Growth ETF shares in Q2 2018, an estimated $22K.
  • San Francisco Sentry Investment Group first reported a position in Vanguard S&P 500 Growth ETF in Q3 2017 and held it in 3 quarters.
  • San Francisco Sentry Investment Group's Vanguard S&P 500 Growth ETF position peaked at $22K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.