Transamerica Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Transamerica Financial 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 Q4	–	Sell	-372	Closed	-$16K	–	659
2023 Q3	$16K	Hold	372	–	–	﹤0.01%	310
2023 Q2	$16K	Sell	372 -300	-45%	-$11.9K	﹤0.01%	297
2023 Q1	$26K	Hold	672	–	–	﹤0.01%	294
2022 Q4	$24K	Buy	672 +372	+124%	+$13.4K	﹤0.01%	298
2022 Q3	$11K	Buy	+300	New	+$11.7K	﹤0.01%	318

Other funds holding VOOG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Transamerica Financial Advisors's VOOG Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 372 shares — an estimated $16K sold.

Transamerica Financial Advisors first reported a position in VOOG in Q3 2022 and held it in 5 quarters. The position peaked at $26K in Q1 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

Transamerica Financial Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 372 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $16K.
Transamerica Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and held it in 5 quarters.
Transamerica Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $26K in Q1 2023.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.