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

Tradition 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
Q4 		– Sell
-1,572
Closed -$65K – 1376
2023
Q3 		$65K Buy
+1,572
New +$66.9K 0.01% 547

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's VOOG Position: Q4 2023 in Review

Tradition Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 1,572 shares — an estimated $65K sold.

Tradition Wealth Management first reported a position in VOOG in Q3 2023 and held it in 1 quarter. The position peaked at $65K in Q3 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

  • Tradition Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,572 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $65K.
  • Tradition Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $65K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.