CWA
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Capital Wealth Alliance’s Vanguard Growth ETF VUG Stock Holding History

Capital Wealth Alliance’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
2022
Q4 		– Sell
-6,534
Closed -$234K – 124
2022
Q3 		$234K Buy
+6,534
New +$263K 0.19% 94

Other funds holding VUG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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

Capital Wealth Alliance's VUG Position: Q4 2022 in Review

Capital Wealth Alliance sold out of Vanguard Growth ETF (VUG) in Q4 2022, closing a stake of 6,534 shares — an estimated $234K sold.

Capital Wealth Alliance first reported a position in VUG in Q3 2022 and held it in 1 quarter. The position peaked at $234K in Q3 2022. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Capital Wealth Alliance reported no remaining Vanguard Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Wealth Alliance sold 6,534 Vanguard Growth ETF shares in Q4 2022, an estimated $234K.
  • Capital Wealth Alliance first reported a position in Vanguard Growth ETF in Q3 2022 and held it in 1 quarter.
  • Capital Wealth Alliance's Vanguard Growth ETF position peaked at $234K in Q3 2022.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

Based on Capital Wealth Alliance's 13F filing for Q4 2022, filed 1 Feb 2023.