AFS Financial Group’s Vanguard Growth ETF VUG Stock Holding History

AFS Financial Group’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
2023 Q2	–	Sell	-4,860	Closed	-$202K	–	95
2023 Q1	$202K	Buy	+4,860	New	+$189K	0.13%	92

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFS Financial Group's VUG Position: Q2 2023 in Review

AFS Financial Group sold out of Vanguard Growth ETF (VUG) in Q2 2023, closing a stake of 4,860 shares — an estimated $202K sold.

AFS Financial Group first reported a position in VUG in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 1,821 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

AFS Financial Group reported no remaining Vanguard Growth ETF position as of Q2 2023 after selling out during the quarter.
AFS Financial Group sold 4,860 Vanguard Growth ETF shares in Q2 2023, an estimated $202K.
AFS Financial Group first reported a position in Vanguard Growth ETF in Q1 2023 and held it in 1 quarter.
AFS Financial Group's Vanguard Growth ETF position peaked at $202K in Q1 2023.
1,821 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2023.

Based on AFS Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.