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

WealthSource Partners’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
2020
Q4 		– Sell
-17,856
Closed -$620K – 407
2020
Q3 		$620K Buy
+17,856
New +$607K 0.08% 160

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthSource Partners's VOOG Position: Q4 2020 in Review

WealthSource Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2020, closing a stake of 17,856 shares — an estimated $620K sold.

WealthSource Partners first reported a position in VOOG in Q3 2020 and held it in 1 quarter. The position peaked at $620K in Q3 2020. 249 funds tracked by Wall St. Rank hold VOOG as of Q4 2020.

  • WealthSource Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • WealthSource Partners sold 17,856 Vanguard S&P 500 Growth ETF shares in Q4 2020, an estimated $620K.
  • WealthSource Partners first reported a position in Vanguard S&P 500 Growth ETF in Q3 2020 and held it in 1 quarter.
  • WealthSource Partners's Vanguard S&P 500 Growth ETF position peaked at $620K in Q3 2020.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2020.

Based on WealthSource Partners's 13F filing for Q4 2020, filed 12 Feb 2021.