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StrategIQ Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

StrategIQ Financial Group’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
2022
Q2 		– Sell
-12,744
Closed -$585K – 298
2022
Q1 		$585K Hold
12,744
– – 0.06% 182
2021
Q4 		$641K Buy
+12,744
New +$617K 0.06% 176

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

StrategIQ Financial Group's VOOG Position: Q2 2022 in Review

StrategIQ Financial Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2022, closing a stake of 12,744 shares — an estimated $585K sold.

StrategIQ Financial Group first reported a position in VOOG in Q4 2021 and held it in 2 quarters. The position peaked at $641K in Q4 2021. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

  • StrategIQ Financial Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • StrategIQ Financial Group sold 12,744 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $585K.
  • StrategIQ Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 2 quarters.
  • StrategIQ Financial Group's Vanguard S&P 500 Growth ETF position peaked at $641K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

Based on StrategIQ Financial Group's 13F filing for Q2 2022, filed 27 Jul 2022.