Tyler-Stone Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-1,464	Closed	-$81.4K	–	925
2024 Q2	$81.4K	Sell	1,464 -150	-9%	-$7.78K	0.03%	313
2024 Q1	$82K	Hold	1,614	–	–	0.04%	300
2023 Q4	$72.8K	Hold	1,614	–	–	0.04%	312
2023 Q3	$66K	Hold	1,614	–	–	0.04%	303
2023 Q2	$68K	Buy	+1,614	New	+$64.2K	0.04%	302
2022 Q4	$57K	Hold	1,614	–	–	0.04%	300
2022 Q3	$56K	Hold	1,614	–	–	0.04%	286
2022 Q2	$59K	Hold	1,614	–	–	0.04%	297
2022 Q1	$74K	Hold	1,614	–	–	0.04%	296
2021 Q4	$81K	Buy	+1,614	New	+$78.2K	0.04%	296

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

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Tyler-Stone Wealth Management's VOOG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2024, closing a stake of 1,464 shares — an estimated $81.4K sold.

Tyler-Stone Wealth Management first reported a position in VOOG in Q4 2021 and held it in 10 quarters. The position peaked at $82K in Q1 2024. 504 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,464 Vanguard S&P 500 Growth ETF shares in Q3 2024, an estimated $81.4K.
Tyler-Stone Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $82K in Q1 2024.
504 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.