Archvest Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Archvest Wealth Advisors’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 Q4	–	Sell	-3,660	Closed	-$234K	–	74
2024 Q3	$234K	Sell	3,660 -696	-16%	-$43.1K	0.15%	56
2024 Q2	$273K	Buy	+4,356	New	+$254K	0.18%	53
2022 Q2	–	Sell	-4,980	Closed	-$239K	–	41
2022 Q1	$239K	Sell	4,980 -822	-14%	-$38.9K	0.22%	39
2021 Q4	$310K	Buy	+5,802	New	+$302K	0.27%	36

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Archvest Wealth Advisors's VUG Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 3,660 shares — an estimated $234K sold.

Archvest Wealth Advisors first reported a position in VUG in Q4 2021 and held it in 4 quarters. The position peaked at $310K in Q4 2021. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Archvest Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 3,660 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $234K.
Archvest Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 4 quarters.
Archvest Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $310K in Q4 2021.
2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.