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1834 Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

1834 Investment Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,608
Closed -$60K – 448
2022
Q2 		$60K Hold
1,608
– – 0.01% 259
2022
Q1 		$77K Sell
1,608
-672
-29% -$31.8K 0.01% 233
2021
Q4 		$122K Sell
2,280
-684
-23% -$35.6K 0.01% 218
2021
Q3 		$143K Sell
2,964
-180
-6% -$8.96K 0.02% 214
2021
Q2 		$150K Hold
3,144
– – 0.02% 205
2021
Q1 		$135K Sell
3,144
-3,594
-53% -$154K 0.02% 223
2020
Q4 		$285K Buy
6,738
+18
+0.3% +$718 0.04% 167
2020
Q3 		$255K Sell
6,720
-264
-4% -$9.75K 0.04% 164
2020
Q2 		$235K Sell
6,984
-360
-5% -$11.1K 0.04% 164
2020
Q1 		$192K Sell
7,344
-150
-2% -$4.49K 0.04% 175
2019
Q4 		$228K Buy
7,494
+450
+6% +$13K 0.04% 181
2019
Q3 		$195K Hold
7,044
– – 0.03% 204
2019
Q2 		$192K Buy
7,044
+2,496
+55% +$66.7K 0.03% 198
2019
Q1 		$119K Sell
4,548
-108
-2% -$2.67K 0.02% 220
2018
Q4 		$105K Hold
4,656
– – 0.02% 220
2018
Q3 		$125K Hold
4,656
– – 0.02% 223
2018
Q2 		$116K Sell
4,656
-720
-13% -$17.7K 0.02% 210
2018
Q1 		$127K Sell
5,376
-1,824
-25% -$44.5K 0.02% 200
2017
Q4 		$169K Buy
+7,200
New +$165K 0.03% 193

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's VUG Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard Growth ETF (VUG) in Q3 2022, closing a stake of 1,608 shares — an estimated $60K sold.

1834 Investment Advisors first reported a position in VUG in Q4 2017 and held it in 19 quarters. The position peaked at $285K in Q4 2020. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Vanguard Growth ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,608 Vanguard Growth ETF shares in Q3 2022, an estimated $60K.
  • 1834 Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and held it in 19 quarters.
  • 1834 Investment Advisors's Vanguard Growth ETF position peaked at $285K in Q4 2020.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.