Annapolis Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Annapolis Financial Services’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
2024 Q3	$39.5K	Hold	618	–	–	0.01%	170
2024 Q2	$38.5K	Hold	618	–	–	0.01%	168
2024 Q1	$35.5K	Sell	618 -246	-28%	-$13.5K	0.01%	174
2023 Q4	$44.8K	Buy	864 +306	+55%	+$14.8K	0.01%	207
2023 Q3	$25.3K	Hold	558	–	–	0.01%	245
2023 Q2	$26.3K	Hold	558	–	–	0.01%	244
2023 Q1	$23.2K	Hold	558	–	–	0.01%	234
2022 Q4	$19.8K	Hold	558	–	–	0.01%	248
2022 Q3	$20K	Hold	558	–	–	0.01%	259
2022 Q2	$21K	Hold	558	–	–	0.01%	244
2022 Q1	$27K	Hold	558	–	–	0.01%	237
2021 Q4	$30K	Hold	558	–	–	0.01%	233
2021 Q3	$27K	Hold	558	–	–	0.01%	221
2021 Q2	$27K	Buy	558 +498	+830%	+$22.6K	0.01%	204
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	349
2020 Q4	$3K	Buy	+60	New	+$2.4K	﹤0.01%	353

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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 Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annapolis Financial Services's VUG Position: Q3 2024 in Review

Annapolis Financial Services held its Vanguard Growth ETF (VUG) position steady in Q3 2024 at 618 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #170.

Annapolis Financial Services first reported a position in VUG in Q4 2020 and has held it in 16 quarters since. The position peaked at $44.8K in Q4 2023. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

Annapolis Financial Services held 618 shares of Vanguard Growth ETF worth $39.5K as of Q3 2024.
Annapolis Financial Services left its Vanguard Growth ETF share count unchanged in Q3 2024.
Vanguard Growth ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #170 holding.
Annapolis Financial Services first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Vanguard Growth ETF position peaked at $44.8K in Q4 2023.
2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.