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Accurate Investment Solutions’s Vanguard Growth ETF VUG Stock Holding History

Accurate Investment Solutions’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
2019
Q3 		– Sell
-732
Closed -$20K – 414
2019
Q2 		$20K Buy
+732
New +$19.6K 0.02% 171
2018
Q1 		– Sell
-1,506
Closed -$35K – 538
2017
Q4 		$35K Sell
1,506
-134,184
-99% -$3.08M 0.03% 161
2017
Q3 		$3M Sell
135,690
-22,110
-14% -$481K 2.27% 25
2017
Q2 		$3.34M Buy
+157,800
New +$3.31M 2.75% 19

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Accurate Investment Solutions's VUG Position: Q3 2019 in Review

Accurate Investment Solutions sold out of Vanguard Growth ETF (VUG) in Q3 2019, closing a stake of 732 shares — an estimated $20K sold.

Accurate Investment Solutions first reported a position in VUG in Q2 2017 and held it in 4 quarters. The position peaked at $3.34M in Q2 2017. 937 funds tracked by Wall St. Rank hold VUG as of Q3 2019.

  • Accurate Investment Solutions reported no remaining Vanguard Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 732 Vanguard Growth ETF shares in Q3 2019, an estimated $20K.
  • Accurate Investment Solutions first reported a position in Vanguard Growth ETF in Q2 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Vanguard Growth ETF position peaked at $3.34M in Q2 2017.
  • 937 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.