Accurate Investment Solutions’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Accurate Investment Solutions sold out of Vanguard Morningstar 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 Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
Accurate Investment Solutions sold 732 Vanguard Morningstar Growth ETF shares in Q3 2019, an estimated $20K.
Accurate Investment Solutions first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and held it in 4 quarters.
Accurate Investment Solutions's Vanguard Morningstar Growth ETF position peaked at $3.34M in Q2 2017.
937 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2019.

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