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ARS Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

ARS 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
2014
Q3 		– Sell
-13,800
Closed -$227K – 76
2014
Q2 		$227K Buy
+13,800
New +$219K 0.11% 66

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ARS Wealth Advisors's VUG Position: Q3 2014 in Review

ARS Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q3 2014, closing a stake of 13,800 shares — an estimated $227K sold.

ARS Wealth Advisors first reported a position in VUG in Q2 2014 and held it in 1 quarter. The position peaked at $227K in Q2 2014. 314 funds tracked by Wall St. Rank hold VUG as of Q3 2014.

  • ARS Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q3 2014 after selling out during the quarter.
  • ARS Wealth Advisors sold 13,800 Vanguard Growth ETF shares in Q3 2014, an estimated $227K.
  • ARS Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2014 and held it in 1 quarter.
  • ARS Wealth Advisors's Vanguard Growth ETF position peaked at $227K in Q2 2014.
  • 314 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2014.

Based on ARS Wealth Advisors's 13F filing for Q3 2014, filed 11 Jun 2021.