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Sandy Spring Bank’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-90
Closed -$3K – 990
2020
Q2 		$3K Buy
+90
New +$2.59K ﹤0.01% 813

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Sandy Spring Bank's VOOG Position: Q3 2020 in Review

Sandy Spring Bank sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2020, closing a stake of 90 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in VOOG in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 221 funds tracked by Wall St. Rank hold VOOG as of Q3 2020.

  • Sandy Spring Bank reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 90 Vanguard S&P 500 Growth ETF shares in Q3 2020, an estimated $3K.
  • Sandy Spring Bank first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Sandy Spring Bank's Vanguard S&P 500 Growth ETF position peaked at $3K in Q2 2020.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2020.

Based on Sandy Spring Bank's 13F filing for Q3 2020, filed 9 Nov 2020.