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Core Wealth Advisors (Florida)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-114
Closed -$4.05K – 290
2022
Q4 		$4.05K Hold
114
– – ﹤0.01% 221
2022
Q3 		$4K Hold
114
– – ﹤0.01% 189
2022
Q2 		$4K Buy
+114
New +$4.68K ﹤0.01% 185

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VUG Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2023, closing a stake of 114 shares — an estimated $4.05K sold.

Core Wealth Advisors (Florida) first reported a position in VUG in Q2 2022 and held it in 3 quarters. The position peaked at $4.05K in Q4 2022. 1,720 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 114 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $4.05K.
  • Core Wealth Advisors (Florida) first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Vanguard Morningstar Growth ETF position peaked at $4.05K in Q4 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.