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Cherrydale Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Cherrydale Wealth Management’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
-9,624
Closed -$343K – 40
2022
Q3 		$343K Buy
+9,624
New +$387K 0.32% 24

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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

Cherrydale Wealth Management's VUG Position: Q4 2022 in Review

Cherrydale Wealth Management sold out of Vanguard Growth ETF (VUG) in Q4 2022, closing a stake of 9,624 shares — an estimated $343K sold.

Cherrydale Wealth Management first reported a position in VUG in Q3 2022 and held it in 1 quarter. The position peaked at $343K in Q3 2022. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Cherrydale Wealth Management reported no remaining Vanguard Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Cherrydale Wealth Management sold 9,624 Vanguard Growth ETF shares in Q4 2022, an estimated $343K.
  • Cherrydale Wealth Management first reported a position in Vanguard Growth ETF in Q3 2022 and held it in 1 quarter.
  • Cherrydale Wealth Management's Vanguard Growth ETF position peaked at $343K in Q3 2022.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

Based on Cherrydale Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.