BWM
VUG icon

Bulltick Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bulltick 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
2023
Q1 		– Sell
-7,494
Closed -$266K – 155
2022
Q4 		$266K Hold
7,494
– – 0.08% 110
2022
Q3 		$267K Hold
7,494
– – 0.08% 101
2022
Q2 		$278K Hold
7,494
– – 0.07% 101
2022
Q1 		$359K Hold
7,494
– – 0.08% 103
2021
Q4 		$401K Hold
7,494
– – 0.08% 96
2021
Q3 		$362K Buy
7,494
+1,380
+23% +$68.7K 0.08% 92
2021
Q2 		$292K Buy
+6,114
New +$278K 0.07% 103

Other funds holding VUG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bulltick Wealth Management's VUG Position: Q1 2023 in Review

Bulltick Wealth Management sold out of Vanguard Growth ETF (VUG) in Q1 2023, closing a stake of 7,494 shares — an estimated $266K sold.

Bulltick Wealth Management first reported a position in VUG in Q2 2021 and held it in 7 quarters. The position peaked at $401K in Q4 2021. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Bulltick Wealth Management reported no remaining Vanguard Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Bulltick Wealth Management sold 7,494 Vanguard Growth ETF shares in Q1 2023, an estimated $266K.
  • Bulltick Wealth Management first reported a position in Vanguard Growth ETF in Q2 2021 and held it in 7 quarters.
  • Bulltick Wealth Management's Vanguard Growth ETF position peaked at $401K in Q4 2021.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Bulltick Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2024.