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

Aspire 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
2024
Q3 		$1.48M Buy
23,082
+624
+3% +$38.7K 0.8% 27
2024
Q2 		$1.4M Buy
22,458
+1,410
+7% +$82.2K 0.8% 28
2024
Q1 		$1.21M Sell
21,048
-720
-3% -$39.6K 0.73% 30
2023
Q4 		$1.13M Sell
21,768
-366
-2% -$17.7K 0.77% 29
2023
Q3 		$1M Buy
22,134
+6,438
+41% +$304K 0.76% 29
2023
Q2 		$740K Buy
15,696
+1,620
+12% +$70.3K 0.56% 39
2023
Q1 		$585K Buy
14,076
+2,244
+19% +$87.3K 0.48% 52
2022
Q4 		$420K Sell
11,832
-3,864
-25% -$142K 0.37% 47
2022
Q3 		$560K Sell
15,696
-1,122
-7% -$45.1K 0.53% 38
2022
Q2 		$625K Buy
16,818
+270
+2% +$11.1K 0.58% 38
2022
Q1 		$793K Buy
16,548
+11,022
+199% +$521K 0.63% 37
2021
Q4 		$296K Buy
+5,526
New +$288K 0.24% 70

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspire Wealth Management's VUG Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard Growth ETF (VUG) stake by 2.8% in Q3 2024, buying an estimated $38.7K and bringing the position to 23,082 shares worth $1.48M. The position accounts for 0.8% of the portfolio, ranked #27.

Aspire Wealth Management first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Aspire Wealth Management held 23,082 shares of Vanguard Growth ETF worth $1.48M as of Q3 2024.
  • Aspire Wealth Management bought 624 Vanguard Growth ETF shares in Q3 2024, an estimated $38.7K.
  • Vanguard Growth ETF made up 0.8% of Aspire Wealth Management's portfolio in Q3 2024, its #27 holding.
  • Aspire Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.