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Aurora Private Wealth’s Vanguard 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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aurora Private Wealth sold out of Vanguard 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. 1,670 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Aurora Private Wealth reported no remaining Vanguard Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 28,872 Vanguard Growth ETF shares in Q4 2022, an estimated $1.03M.
  • Aurora Private Wealth first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 11 quarters.
  • Aurora Private Wealth's Vanguard Growth ETF position peaked at $2.85M in Q4 2019.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

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