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Secure Asset Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Secure Asset Management’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
-5,400
Closed -$244K – 259
2023
Q4 		$244K Sell
5,400
-270
-5% -$11.6K 0.07% 198
2023
Q3 		$233K Buy
5,670
+12
+0.2% +$510 0.07% 187
2023
Q2 		$240K Sell
5,658
-72
-1% -$2.86K 0.07% 168
2023
Q1 		$220K Buy
5,730
+18
+0.3% +$661 0.07% 172
2022
Q4 		$201K Sell
5,712
-60
-1% -$2.17K 0.07% 192
2022
Q3 		$201K Hold
5,772
– – 0.11% 148
2022
Q2 		$209K Buy
5,772
+12
+0.2% +$477 0.12% 154
2022
Q1 		$265K Sell
5,760
-294
-5% -$13.3K 0.12% 154
2021
Q4 		$304K Sell
6,054
-1,044
-15% -$50.6K 0.12% 145
2021
Q3 		$316K Hold
7,098
– – 0.16% 117
2021
Q2 		$310K Sell
7,098
-4,194
-37% -$175K 0.16% 130
2021
Q1 		$442K Sell
11,292
-4,380
-28% -$170K 0.25% 90
2020
Q4 		$601K Buy
15,672
+1,122
+8% +$40.9K 0.35% 58
2020
Q3 		$506K Buy
+14,550
New +$495K 0.35% 64

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 22.9% 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

Secure Asset Management's VOOG Position: Q1 2024 in Review

Secure Asset Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 5,400 shares — an estimated $244K sold.

Secure Asset Management first reported a position in VOOG in Q3 2020 and held it in 14 quarters. The position peaked at $601K in Q4 2020. 439 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

  • Secure Asset Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 5,400 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $244K.
  • Secure Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and held it in 14 quarters.
  • Secure Asset Management's Vanguard S&P 500 Growth ETF position peaked at $601K in Q4 2020.
  • 439 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.