Texas Capital Bank Wealth Management Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Texas Capital Bank Wealth Management 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
2022 Q4	–	Sell	-9,246	Closed	-$321K	–	179
2022 Q3	$321K	Buy	9,246 +600	+7%	+$23.4K	0.04%	112
2022 Q2	$314K	Sell	8,646 -5,046	-37%	-$201K	0.04%	112
2022 Q1	$629K	Buy	13,692 +2,700	+25%	+$122K	0.06%	92
2021 Q4	$553K	Buy	10,992 +5,796	+112%	+$281K	0.05%	103
2021 Q3	$231K	Hold	5,196	–	–	0.02%	133
2021 Q2	$227K	Buy	+5,196	New	+$216K	0.03%	131

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's VOOG Position: Q4 2022 in Review

Texas Capital Bank Wealth Management Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2022, closing a stake of 9,246 shares — an estimated $321K sold.

Texas Capital Bank Wealth Management Services first reported a position in VOOG in Q2 2021 and held it in 6 quarters. The position peaked at $629K in Q1 2022. 350 funds tracked by Wall St. Rank hold VOOG as of Q4 2022.

Texas Capital Bank Wealth Management Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 9,246 Vanguard S&P 500 Growth ETF shares in Q4 2022, an estimated $321K.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and held it in 6 quarters.
Texas Capital Bank Wealth Management Services's Vanguard S&P 500 Growth ETF position peaked at $629K in Q1 2022.
350 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2022.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2022, filed 9 Feb 2023.