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

WestHill 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
2023 Q4	–	Sell	-66	Closed	-$2.71K	–	113
2023 Q3	$2.71K	Hold	66	–	–	﹤0.01%	114
2023 Q2	$2.79K	Hold	66	–	–	﹤0.01%	108
2023 Q1	$2.54K	Buy	66 +18	+38%	+$661	﹤0.01%	109
2022 Q4	$1.69K	Hold	48	–	–	﹤0.01%	117
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	108
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	111
2022 Q1	$2K	Buy	48 +18	+60%	+$813	﹤0.01%	120
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	124
2021 Q3	$1K	Buy	+30	New	+$1.38K	﹤0.01%	111

Other funds holding VOOG

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

WestHill Financial Advisors's VOOG Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2023, closing a stake of 66 shares — an estimated $2.71K sold.

WestHill Financial Advisors first reported a position in VOOG in Q3 2021 and held it in 9 quarters. The position peaked at $2.79K in Q2 2023. 405 funds tracked by Wall St. Rank hold VOOG as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 66 Vanguard S&P 500 Growth ETF shares in Q4 2023, an estimated $2.71K.
WestHill Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $2.79K in Q2 2023.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.