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TrueWealth LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

TrueWealth LLC’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
2020
Q2 		$19K Buy
+600
New +$17.3K 0.01% 386
2018
Q3 		– Sell
-480
Closed -$12K – 853
2018
Q2 		$12K Buy
+480
New +$11.5K 0.01% 461

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 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
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

TrueWealth LLC's VOOG Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2020: 600 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: TrueWealth LLC previously reported a position in VOOG as recently as Q2 2018.

TrueWealth LLC first reported a position in VOOG in Q2 2018 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold VOOG as of Q2 2020.

  • TrueWealth LLC held 600 shares of Vanguard S&P 500 Growth ETF worth $19K as of Q2 2020.
  • Vanguard S&P 500 Growth ETF was a new TrueWealth LLC position in Q2 2020.
  • Vanguard S&P 500 Growth ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #386 holding.
  • TrueWealth LLC first reported a position in Vanguard S&P 500 Growth ETF in Q2 2018 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.