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Buckley Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Buckley Wealth 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
2020
Q1 		– Sell
-15,000
Closed -$455K – 140
2019
Q4 		$455K Hold
15,000
– – 0.21% 86
2019
Q3 		$416K Sell
15,000
-2,304
-13% -$63.9K 0.2% 89
2019
Q2 		$471K Buy
+17,304
New +$462K 0.22% 86

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Buckley Wealth Management's VUG Position: Q1 2020 in Review

Buckley Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2020, closing a stake of 15,000 shares — an estimated $455K sold.

Buckley Wealth Management first reported a position in VUG in Q2 2019 and held it in 3 quarters. The position peaked at $471K in Q2 2019. 1,063 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

  • Buckley Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 15,000 Vanguard Morningstar Growth ETF shares in Q1 2020, an estimated $455K.
  • Buckley Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and held it in 3 quarters.
  • Buckley Wealth Management's Vanguard Morningstar Growth ETF position peaked at $471K in Q2 2019.
  • 1,063 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.