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TRUE Private Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

TRUE Private Wealth 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
2024
Q4 		– Sell
-5,148
Closed -$296K – 240
2024
Q3 		$296K Buy
+5,148
New +$286K 0.04% 171

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

TRUE Private Wealth Advisors's VOOG Position: Q4 2024 in Review

TRUE Private Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2024, closing a stake of 5,148 shares — an estimated $296K sold.

TRUE Private Wealth Advisors first reported a position in VOOG in Q3 2024 and held it in 1 quarter. The position peaked at $296K in Q3 2024. 576 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

  • TRUE Private Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 5,148 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $296K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $296K in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.