Wealthspire Advisors (Maryland)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$272K	Hold	7,824	–	–	0.01%	364
2020 Q2	$244K	Buy	+7,824	New	+$225K	0.02%	377
2020 Q1	–	Sell	-7,824	Closed	-$227K	–	515
2019 Q4	$227K	Buy	+7,824	New	+$217K	0.02%	446
2019 Q1	–	Sell	-2,286	Closed	-$51K	–	2604
2018 Q4	$51K	Buy	+2,286	New	+$55.3K	﹤0.01%	853

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAG

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

CCP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

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

Wealthspire Advisors (Maryland)'s VOOG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2020 at 7,824 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #364.

Wealthspire Advisors (Maryland) first reported a position in VOOG in Q4 2018 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold VOOG as of Q3 2020.

Wealthspire Advisors (Maryland) held 7,824 shares of Vanguard S&P 500 Growth ETF worth $272K as of Q3 2020.
Wealthspire Advisors (Maryland) left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2020.
Vanguard S&P 500 Growth ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #364 holding.
Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and has held it in 4 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.