Stelac Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Stelac Advisory 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 Q3	–	Sell	-3,876	Closed	-$169K	–	284
2021 Q2	$169K	Hold	3,876	–	–	0.04%	229
2021 Q1	$152K	Sell	3,876 -3,210	-45%	-$125K	0.06%	171
2020 Q4	$336K	Buy	7,086 +3,420	+93%	+$125K	0.09%	132
2020 Q3	$127K	Hold	3,666	–	–	0.04%	158
2020 Q2	$114K	Buy	+3,666	New	+$106K	0.04%	133

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

AWM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stelac Advisory Services's VOOG Position: Q3 2021 in Review

Stelac Advisory Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2021, closing a stake of 3,876 shares — an estimated $169K sold.

Stelac Advisory Services first reported a position in VOOG in Q2 2020 and held it in 5 quarters. The position peaked at $336K in Q4 2020. 284 funds tracked by Wall St. Rank hold VOOG as of Q3 2021.

Stelac Advisory Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 3,876 Vanguard S&P 500 Growth ETF shares in Q3 2021, an estimated $169K.
Stelac Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and held it in 5 quarters.
Stelac Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $336K in Q4 2020.
284 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.