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

Total Clarity 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
2023 Q1	–	Sell	-5,856	Closed	-$206K	–	247
2022 Q4	$206K	Sell	5,856 -282	-5%	-$10.2K	0.1%	214
2022 Q3	$213K	Sell	6,138 -1,230	-17%	-$48K	0.13%	204
2022 Q2	$267K	Sell	7,368 -762	-9%	-$30.3K	0.14%	160
2022 Q1	$373K	Buy	8,130 +12	+0.1%	+$542	0.2%	133
2021 Q4	$408K	Sell	8,118 -3,318	-29%	-$161K	0.19%	122
2021 Q3	$508K	Sell	11,436 -1,074	-9%	-$49.2K	0.24%	105
2021 Q2	$547K	Buy	12,510 +18	+0.1%	+$749	0.31%	96
2021 Q1	$489K	Buy	12,492 +18	+0.1%	+$700	0.28%	89
2020 Q4	$478K	Sell	12,474 -570	-4%	-$20.8K	0.33%	83
2020 Q3	$453K	Buy	13,044 +282	+2%	+$9.59K	0.4%	78
2020 Q2	$398K	Buy	12,762 +12	+0.1%	+$346	0.37%	77
2020 Q1	$316K	Sell	12,750 -4,368	-26%	-$124K	0.49%	68
2019 Q4	$498K	Buy	+17,118	New	+$475K	0.37%	63

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Total Clarity Wealth Management's VOOG Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2023, closing a stake of 5,856 shares — an estimated $206K sold.

Total Clarity Wealth Management first reported a position in VOOG in Q4 2019 and held it in 13 quarters. The position peaked at $547K in Q2 2021. 349 funds tracked by Wall St. Rank hold VOOG as of Q1 2023.

Total Clarity Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,856 Vanguard S&P 500 Growth ETF shares in Q1 2023, an estimated $206K.
Total Clarity Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 13 quarters.
Total Clarity Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $547K in Q2 2021.
349 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.