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Centerline Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Centerline Wealth Advisors’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
2025
Q1 		– Sell
-3,120
Closed -$213K – 38
2024
Q4 		$213K Buy
+3,120
New +$210K 0.13% 34

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Centerline Wealth Advisors's VUG Position: Q1 2025 in Review

Centerline Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 3,120 shares — an estimated $213K sold.

Centerline Wealth Advisors first reported a position in VUG in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Centerline Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Centerline Wealth Advisors sold 3,120 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $213K.
  • Centerline Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 1 quarter.
  • Centerline Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $213K in Q4 2024.
  • 2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Centerline Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.