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

Veritable’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
2023 Q3	–	Sell	-8,118	Closed	-$344K	–	791
2023 Q2	$344K	Sell	8,118 -2,892	-26%	-$115K	0.01%	657
2023 Q1	$423K	Sell	11,010 -1,320	-11%	-$48.5K	0.01%	589
2022 Q4	$433K	Hold	12,330	–	–	0.01%	571
2022 Q3	$429K	Buy	12,330 +5,892	+92%	+$230K	0.01%	544
2022 Q2	$234K	Sell	6,438 -17,670	-73%	-$703K	﹤0.01%	765
2022 Q1	$1.11M	Buy	+24,108	New	+$1.09M	0.02%	380

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Veritable's VOOG Position: Q3 2023 in Review

Veritable sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2023, closing a stake of 8,118 shares — an estimated $344K sold.

Veritable first reported a position in VOOG in Q1 2022 and held it in 6 quarters. The position peaked at $1.11M in Q1 2022. 368 funds tracked by Wall St. Rank hold VOOG as of Q3 2023.

Veritable reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 8,118 Vanguard S&P 500 Growth ETF shares in Q3 2023, an estimated $344K.
Veritable first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and held it in 6 quarters.
Veritable's Vanguard S&P 500 Growth ETF position peaked at $1.11M in Q1 2022.
368 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.