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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.08M Buy
25,872
+4,776
+23% +$186K 1.01% 41
2022
Q4
$749K Buy
+21,096
New +$776K 0.71% 52

Other funds holding VUG

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

Catalyst Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 23% in Q1 2023, buying an estimated $186K and bringing the position to 25,872 shares worth $1.08M. The position accounts for 1.01% of the portfolio, ranked #41.

Catalyst Wealth Management first reported a position in VUG in Q4 2022 and has held it in 2 quarters since. 1,718 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Catalyst Wealth Management held 25,872 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q1 2023.
  • Catalyst Wealth Management bought 4,776 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $186K.
  • Vanguard Morningstar Growth ETF made up 1.01% of Catalyst Wealth Management's portfolio in Q1 2023, its #41 holding.
  • Catalyst Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.