THWM
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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
JP Morgan Chase New York $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return