Contravisory Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Contravisory Investment 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
2024 Q1	–	Sell	-216	Closed	-$11.2K	–	395
2023 Q4	$11.2K	Hold	216	–	–	﹤0.01%	319
2023 Q3	$9.8K	Hold	216	–	–	﹤0.01%	278
2023 Q2	$10.2K	Hold	216	–	–	﹤0.01%	266
2023 Q1	$8.98K	Hold	216	–	–	﹤0.01%	284
2022 Q4	$7.67K	Hold	216	–	–	﹤0.01%	260
2022 Q3	$8K	Hold	216	–	–	﹤0.01%	261
2022 Q2	$8K	Hold	216	–	–	﹤0.01%	260
2022 Q1	$10K	Hold	216	–	–	﹤0.01%	268
2021 Q4	$12K	Hold	216	–	–	﹤0.01%	256
2021 Q3	$10K	Hold	216	–	–	﹤0.01%	251
2021 Q2	$10K	Hold	216	–	–	﹤0.01%	249
2021 Q1	$9K	Hold	216	–	–	﹤0.01%	247
2020 Q4	$9K	Hold	216	–	–	﹤0.01%	230
2020 Q3	$8K	Hold	216	–	–	﹤0.01%	225
2020 Q2	$7K	Hold	216	–	–	﹤0.01%	227
2020 Q1	$6K	Hold	216	–	–	﹤0.01%	250
2019 Q4	$7K	Hold	216	–	–	﹤0.01%	247
2019 Q3	$6K	Sell	216 -828	-79%	-$23K	﹤0.01%	257
2019 Q2	$28K	Hold	1,044	–	–	0.01%	233
2019 Q1	$27K	Buy	+1,044	New	+$25.8K	0.01%	242

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 22.9% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Contravisory Investment Management's VUG Position: Q1 2024 in Review

Contravisory Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 216 shares — an estimated $11.2K sold.

Contravisory Investment Management first reported a position in VUG in Q1 2019 and held it in 20 quarters. The position peaked at $28K in Q2 2019. 2,098 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Contravisory Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
Contravisory Investment Management sold 216 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $11.2K.
Contravisory Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and held it in 20 quarters.
Contravisory Investment Management's Vanguard Morningstar Growth ETF position peaked at $28K in Q2 2019.
2,098 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.