Catalyst Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Other funds holding VUG
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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.