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CFM Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-600
Closed -$20K – 449
2020
Q2 		$20K Hold
600
– – 0.01% 361
2020
Q1 		$16K Hold
600
– – 0.01% 389
2019
Q4 		$19K Buy
+600
New +$17.3K 0.01% 363

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CFM Wealth Partners's VUG Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2020, closing a stake of 600 shares — an estimated $20K sold.

CFM Wealth Partners first reported a position in VUG in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q2 2020. 1,187 funds tracked by Wall St. Rank hold VUG as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 600 Vanguard Morningstar Growth ETF shares in Q3 2020, an estimated $20K.
  • CFM Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $20K in Q2 2020.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.