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Bruderman Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-468
Closed -$12K – 557
2019
Q1 		$12K Hold
468
– – ﹤0.01% 429
2018
Q4 		$10K Buy
+468
New +$11.3K ﹤0.01% 432

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bruderman Asset Management's VUG Position: Q2 2019 in Review

Bruderman Asset Management sold out of Vanguard Growth ETF (VUG) in Q2 2019, closing a stake of 468 shares — an estimated $12K sold.

Bruderman Asset Management first reported a position in VUG in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 923 funds tracked by Wall St. Rank hold VUG as of Q2 2019.

  • Bruderman Asset Management reported no remaining Vanguard Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 468 Vanguard Growth ETF shares in Q2 2019, an estimated $12K.
  • Bruderman Asset Management first reported a position in Vanguard Growth ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Vanguard Growth ETF position peaked at $12K in Q1 2019.
  • 923 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.