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

Thrive 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
2022
Q3 		– Sell
-11,454
Closed -$415K – 160
2022
Q2 		$415K Buy
+11,454
New +$456K 0.14% 88

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thrive Wealth Management's VOOG Position: Q3 2022 in Review

Thrive Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2022, closing a stake of 11,454 shares — an estimated $415K sold.

Thrive Wealth Management first reported a position in VOOG in Q2 2022 and held it in 1 quarter. The position peaked at $415K in Q2 2022. 319 funds tracked by Wall St. Rank hold VOOG as of Q3 2022.

  • Thrive Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 11,454 Vanguard S&P 500 Growth ETF shares in Q3 2022, an estimated $415K.
  • Thrive Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 1 quarter.
  • Thrive Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $415K in Q2 2022.
  • 319 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2022.

Based on Thrive Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.