Taylor Hoffman Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-1,602	Closed	-$50K	–	353
2020 Q2	$50K	Buy	+1,602	New	+$46.2K	0.03%	196
2020 Q1	–	Sell	-1,290	Closed	-$37K	–	374
2019 Q4	$37K	Hold	1,290	–	–	0.02%	231
2019 Q3	$35K	Hold	1,290	–	–	0.02%	229
2019 Q2	$35K	Buy	1,290 +1,080	+514%	+$28.4K	0.03%	215
2019 Q1	$5K	Buy	210 +72	+52%	+$1.76K	﹤0.01%	334
2018 Q4	$3K	Buy	+138	New	+$3.34K	﹤0.01%	363

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

GAG

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

CCP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

Taylor Hoffman Wealth Management's VOOG Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2020, closing a stake of 1,602 shares — an estimated $50K sold.

Taylor Hoffman Wealth Management first reported a position in VOOG in Q4 2018 and held it in 6 quarters. The position peaked at $50K in Q2 2020. 221 funds tracked by Wall St. Rank hold VOOG as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,602 Vanguard S&P 500 Growth ETF shares in Q3 2020, an estimated $50K.
Taylor Hoffman Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $50K in Q2 2020.
221 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.