BDO Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BDO 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
2023 Q2	$3.97M	Buy	84,090 +56,502	+205%	+$2.45M	0.45%	46
2023 Q1	$1.15M	Buy	27,588 +19,866	+257%	+$773K	0.14%	119
2022 Q4	$274K	Buy	7,722 +6	+0.1%	+$221	0.03%	229
2022 Q3	$275K	Buy	7,716 +240	+3%	+$9.65K	0.04%	219
2022 Q2	$278K	Hold	7,476	–	–	0.03%	220
2022 Q1	$358K	Sell	7,476 -114	-2%	-$5.39K	0.04%	210
2021 Q4	$406K	Buy	7,590 +96	+1%	+$5K	0.04%	202
2021 Q3	$362K	Buy	7,494 +6	+0.1%	+$299	0.04%	213
2021 Q2	$358K	Buy	7,488 +12	+0.2%	+$545	0.04%	224
2021 Q1	$320K	Buy	7,476 +6	+0.1%	+$257	0.04%	226
2020 Q4	$315K	Sell	7,470 -18	-0.2%	-$718	0.04%	193
2020 Q3	$284K	Sell	7,488 -1,836	-20%	-$67.8K	0.05%	184
2020 Q2	$314K	Sell	9,324 -1,932	-17%	-$59.4K	0.06%	170
2020 Q1	$294K	Buy	11,256 +1,266	+13%	+$37.9K	0.06%	166
2019 Q4	$303K	Buy	9,990 +804	+9%	+$23.2K	0.08%	152
2019 Q3	$255K	Buy	9,186 +36	+0.4%	+$999	0.07%	169
2019 Q2	$249K	Sell	9,150 -372	-4%	-$9.94K	0.07%	169
2019 Q1	$248K	Buy	9,522 +678	+8%	+$16.7K	0.07%	153
2018 Q4	$198K	Sell	8,844 -120	-1%	-$2.91K	0.07%	149
2018 Q3	$241K	Sell	8,964 -252	-3%	-$6.59K	0.08%	142
2018 Q2	$230K	Sell	9,216 -24	-0.3%	-$589	0.08%	142
2018 Q1	$218K	Buy	+9,240	New	+$225K	0.08%	121
2017 Q3	–	Sell	-9,504	Closed	-$201K	–	553
2017 Q2	$201K	Buy	+9,504	New	+$199K	0.09%	129

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

BDO Wealth Advisors's VUG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 205% in Q2 2023, buying an estimated $2.45M and bringing the position to 84,090 shares worth $3.97M. The position accounts for 0.45% of the portfolio, ranked #46.

BDO Wealth Advisors first reported a position in VUG in Q2 2017 and has held it in 23 quarters since. 1,822 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

BDO Wealth Advisors held 84,090 shares of Vanguard Morningstar Growth ETF worth $3.97M as of Q2 2023.
BDO Wealth Advisors bought 56,502 Vanguard Morningstar Growth ETF shares in Q2 2023, an estimated $2.45M.
Vanguard Morningstar Growth ETF made up 0.45% of BDO Wealth Advisors's portfolio in Q2 2023, its #46 holding.
BDO Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 23 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.