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Aevitas Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-1,986
Closed -$51K – 347
2019
Q1 		$51K Hold
1,986
– – 0.05% 189
2018
Q4 		$45K Buy
1,986
+6
+0.3% +$145 0.05% 189
2018
Q3 		$53K Buy
1,980
+1,200
+154% +$31.4K 0.05% 195
2018
Q2 		$19K Hold
780
– – 0.02% 283
2018
Q1 		$18K Hold
780
– – 0.02% 267
2017
Q4 		$18K Buy
+780
New +$17.9K 0.02% 270

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Aevitas Wealth Management's VUG Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Growth ETF (VUG) in Q2 2019, closing a stake of 1,986 shares — an estimated $51K sold.

Aevitas Wealth Management first reported a position in VUG in Q4 2017 and held it in 6 quarters. The position peaked at $53K in Q3 2018. 923 funds tracked by Wall St. Rank hold VUG as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Vanguard Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,986 Vanguard Growth ETF shares in Q2 2019, an estimated $51K.
  • Aevitas Wealth Management first reported a position in Vanguard Growth ETF in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Vanguard Growth ETF position peaked at $53K in Q3 2018.
  • 923 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.