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Simplicity Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Simplicity Wealth’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
2026
Q1 		$1.39M Sell
20,490
-3,336
-14% -$241K 0.08% 235
2025
Q4 		$1.77M Sell
23,826
-16,020
-40% -$1.18M 0.11% 190
2025
Q3 		$2.89M Buy
39,846
+8,694
+28% +$601K 0.17% 135
2025
Q2 		$2.06M Sell
31,152
-8,844
-22% -$526K 0.09% 211
2025
Q1 		$2.23M Buy
39,996
+23,928
+149% +$1.45M 0.17% 142
2024
Q4 		$980K Hold
16,068
– – 0.2% 93
2024
Q3 		$925K Sell
16,068
-15,450
-49% -$857K 0.09% 207
2024
Q2 		$1.75M Sell
31,518
-762
-2% -$39.5K 0.04% 375
2024
Q1 		$1.64M Buy
+32,280
New +$1.56M 0.04% 389

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return