Baldwin Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Baldwin Wealth Partners’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 Q2	–	Sell	-558	Closed	-$32K	–	825
2024 Q1	$32K	Hold	558	–	–	﹤0.01%	428
2023 Q4	$28.9K	Hold	558	–	–	﹤0.01%	452
2023 Q3	$25.3K	Hold	558	–	–	﹤0.01%	486
2023 Q2	$26.3K	Hold	558	–	–	﹤0.01%	500
2023 Q1	$23.2K	Hold	558	–	–	﹤0.01%	527
2022 Q4	$19.8K	Hold	558	–	–	﹤0.01%	534
2022 Q3	$20K	Sell	558 -120	-18%	-$4.82K	﹤0.01%	450
2022 Q2	$25K	Hold	678	–	–	﹤0.01%	449
2022 Q1	$32K	Buy	678 +120	+22%	+$5.68K	﹤0.01%	434
2021 Q4	$30K	Hold	558	–	–	﹤0.01%	409
2021 Q3	$27K	Sell	558 -24	-4%	-$1.19K	﹤0.01%	423
2021 Q2	$28K	Buy	582 +24	+4%	+$1.09K	﹤0.01%	434
2021 Q1	$24K	Hold	558	–	–	﹤0.01%	437
2020 Q4	$24K	Hold	558	–	–	﹤0.01%	391
2020 Q3	$21K	Hold	558	–	–	﹤0.01%	384
2020 Q2	$19K	Hold	558	–	–	﹤0.01%	397
2020 Q1	$15K	Hold	558	–	–	﹤0.01%	398
2019 Q4	$17K	Hold	558	–	–	﹤0.01%	418
2019 Q3	$15K	Hold	558	–	–	﹤0.01%	426
2019 Q2	$15K	Hold	558	–	–	﹤0.01%	424
2019 Q1	$15K	Hold	558	–	–	﹤0.01%	421
2018 Q4	$12K	Hold	558	–	–	﹤0.01%	424
2018 Q3	$15K	Hold	558	–	–	﹤0.01%	434
2018 Q2	$14K	Hold	558	–	–	﹤0.01%	434
2018 Q1	$13K	Buy	+558	New	+$13.6K	﹤0.01%	419

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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 Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Baldwin Wealth Partners's VUG Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2024, closing a stake of 558 shares — an estimated $32K sold.

Baldwin Wealth Partners first reported a position in VUG in Q1 2018 and held it in 25 quarters. The position peaked at $32K in Q1 2024. 2,160 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Baldwin Wealth Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 558 Vanguard Morningstar Growth ETF shares in Q2 2024, an estimated $32K.
Baldwin Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and held it in 25 quarters.
Baldwin Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $32K in Q1 2024.
2,160 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.