TCI Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1,296	Closed	-$49.7K	–	2178
2023 Q1	$49.7K	Hold	1,296	–	–	0.01%	435
2022 Q4	$45.5K	Buy	1,296 +6	+0.5%	+$217	0.01%	436
2022 Q3	$45K	Hold	1,290	–	–	0.01%	396
2022 Q2	$47K	Buy	1,290 +516	+67%	+$20.5K	0.01%	383
2022 Q1	$36K	Buy	774 +630	+438%	+$28.4K	0.01%	500
2021 Q4	$7K	Hold	144	–	–	﹤0.01%	1466
2021 Q3	$6K	Buy	144 +96	+200%	+$4.4K	﹤0.01%	1524
2021 Q2	$2K	Buy	48 +12	+33%	+$500	﹤0.01%	2114
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	2119
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	1470
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	1450
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	1378
2020 Q1	$1K	Buy	+36	New	+$1.02K	﹤0.01%	1367
2015 Q4	–	Sell	-1,812	Closed	-$29K	–	1089
2015 Q3	$29K	Hold	1,812	–	–	0.02%	348
2015 Q2	$31K	Buy	+1,812	New	+$31.4K	0.02%	334

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TCI Wealth Advisors's VOOG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2023, closing a stake of 1,296 shares — an estimated $49.7K sold.

TCI Wealth Advisors first reported a position in VOOG in Q2 2015 and held it in 15 quarters. The position peaked at $49.7K in Q1 2023. 365 funds tracked by Wall St. Rank hold VOOG as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,296 Vanguard S&P 500 Growth ETF shares in Q2 2023, an estimated $49.7K.
TCI Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2015 and held it in 15 quarters.
TCI Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $49.7K in Q1 2023.
365 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.