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Consilio Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Consilio 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
2022
Q2 		– Sell
-15,348
Closed -$736K – 37
2022
Q1 		$736K Sell
15,348
-126,960
-89% -$6.01M 0.58% 28
2021
Q4 		$7.61M Buy
+142,308
New +$7.41M 5.91% 6

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consilio Wealth Advisors's VUG Position: Q2 2022 in Review

Consilio Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 15,348 shares — an estimated $736K sold.

Consilio Wealth Advisors first reported a position in VUG in Q4 2021 and held it in 2 quarters. The position peaked at $7.61M in Q4 2021. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Consilio Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 15,348 Vanguard Growth ETF shares in Q2 2022, an estimated $736K.
  • Consilio Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and held it in 2 quarters.
  • Consilio Wealth Advisors's Vanguard Growth ETF position peaked at $7.61M in Q4 2021.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on Consilio Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.