20/20 Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

20/20 Capital Management’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
2021 Q2	$484K	Buy	10,122 +6	+0.1%	+$272	0.13%	105
2021 Q1	$433K	Buy	10,116 +1,386	+16%	+$59.3K	0.13%	108
2020 Q4	$380K	Buy	8,730 +6	+0.1%	+$239	0.11%	119
2020 Q3	$331K	Buy	8,724 +6	+0.1%	+$222	0.12%	113
2020 Q2	$323K	Buy	8,718 +6	+0.1%	+$185	0.12%	103
2020 Q1	$265K	Buy	8,712 +6	+0.1%	+$180	0.12%	119
2019 Q4	$284K	Buy	+8,706	New	+$251K	0.11%	122

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

20/20 Capital Management's VUG Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2021, buying an estimated $272 and bringing the position to 10,122 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #105.

20/20 Capital Management first reported a position in VUG in Q4 2019 and has held it in 7 quarters since. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

20/20 Capital Management held 10,122 shares of Vanguard Morningstar Growth ETF worth $484K as of Q2 2021.
20/20 Capital Management bought 6 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $272.
Vanguard Morningstar Growth ETF made up 0.13% of 20/20 Capital Management's portfolio in Q2 2021, its #105 holding.
20/20 Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 7 quarters since.
1,415 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.