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

SignalPoint 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
Q4 		$3.36M Sell
55,044
-7,416
-12% -$445K 0.82% 23
2024
Q3 		$3.58M Sell
62,460
-894
-1% -$49.6K 0.84% 22
2024
Q2 		$3.52M Sell
63,354
-918
-1% -$47.6K 0.94% 19
2024
Q1 		$3.26M Buy
+64,272
New +$3.1M 0.9% 22

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignalPoint Asset Management's VOOG Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 12% in Q4 2024, selling an estimated $445K and leaving 55,044 shares worth $3.36M. The position accounts for 0.82% of the portfolio, ranked #23.

SignalPoint Asset Management first reported a position in VOOG in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.58M in Q3 2024. 577 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

  • SignalPoint Asset Management held 55,044 shares of Vanguard S&P 500 Growth ETF worth $3.36M as of Q4 2024.
  • SignalPoint Asset Management sold 7,416 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $445K.
  • Vanguard S&P 500 Growth ETF made up 0.82% of SignalPoint Asset Management's portfolio in Q4 2024, its #23 holding.
  • SignalPoint Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • SignalPoint Asset Management's Vanguard S&P 500 Growth ETF position peaked at $3.58M in Q3 2024.
  • 577 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.