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

Clearview 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
2023 Q3	–	Sell	-3,420	Closed	-$161K	–	634
2023 Q2	$161K	Sell	3,420 -162	-5%	-$7.03K	0.16%	116
2023 Q1	$149K	Sell	3,582 -16,068	-82%	-$625K	0.15%	124
2022 Q4	$698K	Buy	19,650 +19,398	+7,698%	+$714K	0.54%	46
2022 Q3	$9K	Hold	252	–	–	0.01%	351
2022 Q2	$9K	Sell	252 -66	-21%	-$2.71K	0.01%	374
2022 Q1	$15K	Hold	318	–	–	0.01%	334
2021 Q4	$17K	Buy	318 +66	+26%	+$3.44K	0.01%	351
2021 Q3	$12K	Sell	252 -24	-9%	-$1.19K	0.01%	397
2021 Q2	$13K	Buy	276 +24	+10%	+$1.09K	0.01%	389
2021 Q1	$11K	Hold	252	–	–	0.01%	399
2020 Q4	$11K	Buy	+252	New	+$10.1K	0.01%	370

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearview Wealth Advisors's VUG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2023, closing a stake of 3,420 shares — an estimated $161K sold.

Clearview Wealth Advisors first reported a position in VUG in Q4 2020 and held it in 11 quarters. The position peaked at $698K in Q4 2022. 1,831 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,420 Vanguard Morningstar Growth ETF shares in Q3 2023, an estimated $161K.
Clearview Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $698K in Q4 2022.
1,831 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.