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USA Financial Formulas’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-35,862
Closed -$949K – 351
2018
Q4 		$949K Buy
+35,862
New +$867K 0.24% 73
2018
Q3 		– Sell
-32,112
Closed -$745K – 407
2018
Q2 		$745K Sell
32,112
-1,362
-4% -$32.7K 0.18% 114
2018
Q1 		$776K Buy
+33,474
New +$799K 0.19% 111

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

USA Financial Formulas's VOOG Position: Q1 2019 in Review

USA Financial Formulas sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2019, closing a stake of 35,862 shares — an estimated $949K sold.

USA Financial Formulas first reported a position in VOOG in Q1 2018 and held it in 3 quarters. The position peaked at $949K in Q4 2018. 165 funds tracked by Wall St. Rank hold VOOG as of Q1 2019.

  • USA Financial Formulas reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 35,862 Vanguard S&P 500 Growth ETF shares in Q1 2019, an estimated $949K.
  • USA Financial Formulas first reported a position in Vanguard S&P 500 Growth ETF in Q1 2018 and held it in 3 quarters.
  • USA Financial Formulas's Vanguard S&P 500 Growth ETF position peaked at $949K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.