Woodley Farra Manion Portfolio Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Woodley Farra Manion Portfolio Management’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	–	Sell	-24	Closed	-$1K	–	388
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	409
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	406
2019 Q4	$1K	Buy	+24	New	+$667	﹤0.01%	396

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

Woodley Farra Manion Portfolio Management's VOOG Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in VOOG in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 222 funds tracked by Wall St. Rank hold VOOG as of Q3 2020.

Woodley Farra Manion Portfolio Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 24 Vanguard S&P 500 Growth ETF shares in Q3 2020, an estimated $1K.
Woodley Farra Manion Portfolio Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's Vanguard S&P 500 Growth ETF position peaked at $1K in Q2 2020.
222 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.