Sowell Financial Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-4,704	Closed	-$195K	–	2678
2021 Q1	$195K	Buy	4,704 +3,342	+245%	+$130K	0.01%	1069
2020 Q4	$52K	Buy	1,362 +228	+20%	+$8.31K	﹤0.01%	1384
2020 Q3	$39K	Sell	1,134 -114	-9%	-$3.88K	﹤0.01%	1298
2020 Q2	$39K	Buy	1,248 +360	+41%	+$10.4K	﹤0.01%	1253
2020 Q1	$22K	Sell	888 -510	-36%	-$14.5K	﹤0.01%	1365
2019 Q4	$41K	Buy	1,398 +222	+19%	+$6.17K	﹤0.01%	1213
2019 Q3	$32K	Buy	+1,176	New	+$31.9K	﹤0.01%	1129
2018 Q4	–	Sell	-11,778	Closed	-$282K	–	539
2018 Q3	$282K	Buy	+11,778	New	+$303K	0.04%	274

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Sowell Financial Services's VOOG Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2021, closing a stake of 4,704 shares — an estimated $195K sold.

Sowell Financial Services first reported a position in VOOG in Q3 2018 and held it in 8 quarters. The position peaked at $282K in Q3 2018. 259 funds tracked by Wall St. Rank hold VOOG as of Q2 2021.

Sowell Financial Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,704 Vanguard S&P 500 Growth ETF shares in Q2 2021, an estimated $195K.
Sowell Financial Services first reported a position in Vanguard S&P 500 Growth ETF in Q3 2018 and held it in 8 quarters.
Sowell Financial Services's Vanguard S&P 500 Growth ETF position peaked at $282K in Q3 2018.
259 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.