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

WFG 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
2017 Q2	$102K	Sell	4,998 -246	-5%	-$4.99K	0.02%	521
2017 Q1	$103K	Buy	5,244 +96	+2%	+$1.84K	0.03%	473
2016 Q4	$94K	Buy	+5,148	New	+$93K	0.02%	535
2016 Q2	–	Sell	-2,880	Closed	-$50K	–	1704
2016 Q1	$50K	Buy	+2,880	New	+$47.3K	0.01%	662

Other funds holding VOOG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

WFG Advisors's VOOG Position: Q2 2017 in Review

WFG Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 4.7% in Q2 2017, selling an estimated $4.99K and leaving 4,998 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #521.

WFG Advisors first reported a position in VOOG in Q1 2016 and has held it in 4 quarters since. The position peaked at $103K in Q1 2017. 90 funds tracked by Wall St. Rank hold VOOG as of Q2 2017.

WFG Advisors held 4,998 shares of Vanguard S&P 500 Growth ETF worth $102K as of Q2 2017.
WFG Advisors sold 246 Vanguard S&P 500 Growth ETF shares in Q2 2017, an estimated $4.99K.
Vanguard S&P 500 Growth ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #521 holding.
WFG Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2016 and has held it in 4 quarters since.
WFG Advisors's Vanguard S&P 500 Growth ETF position peaked at $103K in Q1 2017.
90 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.