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

Valeo 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
2026 Q2	$211K	Buy	+2,555	New	+$203K	﹤0.01%	741
2020 Q3	–	Sell	-252	Closed	-$8K	–	2155
2020 Q2	$8K	Buy	+252	New	+$7.26K	﹤0.01%	1379
2019 Q4	–	Sell	-1,092	Closed	-$29K	–	1730
2019 Q3	$29K	Hold	1,092	–	–	﹤0.01%	757
2019 Q2	$29K	Buy	1,092 +1,044	+2,175%	+$27.5K	﹤0.01%	751
2019 Q1	$1K	Hold	48	–	–	﹤0.01%	1496
2018 Q4	$1K	Hold	48	–	–	﹤0.01%	1424
2018 Q3	$1K	Hold	48	–	–	﹤0.01%	1693
2018 Q2	$1K	Buy	+48	New	+$1.15K	﹤0.01%	1524

Other funds holding VOOG

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return