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

Wealth Quarterback’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
2021 Q3	$25K	Buy	564 +6	+1%	+$275	0.02%	331
2021 Q2	$25K	Buy	+558	New	+$23.2K	0.02%	316
2020 Q2	–	Sell	-558	Closed	-$13.9K	–	766
2020 Q1	$13.9K	Hold	558	–	–	0.01%	410
2019 Q4	$16.2K	Buy	+558	New	+$15.5K	0.01%	403

Other funds holding VOOG

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

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

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

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

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

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

Wealth Quarterback's VOOG Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.1% in Q3 2021, buying an estimated $275 and bringing the position to 564 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #331.

Wealth Quarterback first reported a position in VOOG in Q4 2019 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold VOOG as of Q3 2021.

Wealth Quarterback held 564 shares of Vanguard S&P 500 Growth ETF worth $25K as of Q3 2021.
Wealth Quarterback bought 6 Vanguard S&P 500 Growth ETF shares in Q3 2021, an estimated $275.
Vanguard S&P 500 Growth ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #331 holding.
Wealth Quarterback first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and has held it in 4 quarters since.
284 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.