Sheaff Brock Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sheaff Brock Investment Advisors’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	-7,788	Closed	-$226K	–	498
2019 Q4	$226K	Hold	7,788	–	–	0.02%	390
2019 Q3	$210K	Hold	7,788	–	–	0.02%	389
2019 Q2	$209K	Hold	7,788	–	–	0.02%	414
2019 Q1	$201K	Buy	+7,788	New	+$191K	0.02%	433
2018 Q4	–	Sell	-7,788	Closed	-$206K	–	532
2018 Q3	$206K	Buy	+7,788	New	+$200K	0.02%	440

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

Sheaff Brock Investment Advisors's VOOG Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2020, closing a stake of 7,788 shares — an estimated $226K sold.

Sheaff Brock Investment Advisors first reported a position in VOOG in Q3 2018 and held it in 5 quarters. The position peaked at $226K in Q4 2019. 187 funds tracked by Wall St. Rank hold VOOG as of Q1 2020.

Sheaff Brock Investment Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,788 Vanguard S&P 500 Growth ETF shares in Q1 2020, an estimated $226K.
Sheaff Brock Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2018 and held it in 5 quarters.
Sheaff Brock Investment Advisors's Vanguard S&P 500 Growth ETF position peaked at $226K in Q4 2019.
187 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.