Aurora Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aurora Private Wealth’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
2022 Q4	–	Sell	-28,872	Closed	-$1.03M	–	183
2022 Q3	$1.03M	Sell	28,872 -1,050	-4%	-$42.2K	0.48%	34
2022 Q2	$1.11M	Buy	29,922 +246	+0.8%	+$10.1K	0.5%	35
2022 Q1	$1.42M	Buy	29,676 +252	+0.9%	+$11.9K	0.59%	28
2021 Q4	$1.57M	Buy	29,424 +510	+2%	+$26.6K	0.68%	25
2021 Q3	$1.4M	Buy	+28,914	New	+$1.44M	0.57%	30
2021 Q2	–	Sell	-39,102	Closed	-$1.68M	–	231
2021 Q1	$1.68M	Sell	39,102 -504	-1%	-$21.6K	0.69%	22
2020 Q4	$1.67M	Sell	39,606 -480	-1%	-$19.2K	0.71%	20
2020 Q3	$1.52M	Sell	40,086 -810	-2%	-$29.9K	0.65%	25
2020 Q2	$1.38M	Sell	40,896 -29,310	-42%	-$901K	0.63%	29
2020 Q1	$1.83M	Sell	70,206 -23,838	-25%	-$714K	0.65%	31
2019 Q4	$2.85M	Buy	+94,044	New	+$2.72M	1.01%	17

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Aurora Private Wealth's VUG Position: Q4 2022 in Review

Aurora Private Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 28,872 shares — an estimated $1.03M sold.

Aurora Private Wealth first reported a position in VUG in Q4 2019 and held it in 11 quarters. The position peaked at $2.85M in Q4 2019. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

Aurora Private Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
Aurora Private Wealth sold 28,872 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $1.03M.
Aurora Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 11 quarters.
Aurora Private Wealth's Vanguard Morningstar Growth ETF position peaked at $2.85M in Q4 2019.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.