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

Doyle 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
Q3 		$2.35M Buy
65,838
+4,014
+6% +$161K 0.2% 77
2022
Q2 		$2.3M Buy
61,824
+31,674
+105% +$1.3M 0.19% 82
2022
Q1 		$1.45M Buy
30,150
+6,948
+30% +$329K 0.1% 99
2021
Q4 		$1.24M Buy
23,202
+534
+2% +$27.8K 0.09% 101
2021
Q3 		$1.1M Buy
22,668
+2,280
+11% +$113K 0.09% 103
2021
Q2 		$975K Sell
20,388
-270
-1% -$12.3K 0.08% 113
2021
Q1 		$885K Sell
20,658
-1,446
-7% -$61.9K 0.08% 112
2020
Q4 		$933K Sell
22,104
-1,176
-5% -$46.9K 0.09% 105
2020
Q3 		$883K Buy
23,280
+474
+2% +$17.5K 0.1% 95
2020
Q2 		$768K Sell
22,806
-1,194
-5% -$36.7K 0.1% 97
2020
Q1 		$627K Sell
24,000
-96
-0.4% -$2.88K 0.1% 91
2019
Q4 		$732K Buy
24,096
+36
+0.1% +$1.04K 0.09% 98
2019
Q3 		$667K Buy
24,060
+804
+3% +$22.3K 0.09% 100
2019
Q2 		$633K Hold
23,256
– – 0.09% 97
2019
Q1 		$622K Sell
23,256
-15,204
-40% -$375K 0.09% 94
2018
Q4 		$861K Buy
38,460
+1,122
+3% +$27.2K 0.15% 74
2018
Q3 		$1M Buy
37,338
+270
+0.7% +$7.06K 0.16% 71
2018
Q2 		$926K Sell
37,068
-1,062
-3% -$26K 0.15% 73
2018
Q1 		$902K Sell
38,130
-2,274
-6% -$55.4K 0.15% 70
2017
Q4 		$947K Buy
40,404
+168
+0.4% +$3.86K 0.16% 67
2017
Q3 		$890K Buy
40,236
+108
+0.3% +$2.35K 0.16% 64
2017
Q2 		$850K Buy
40,128
+2,382
+6% +$49.9K 0.16% 65
2017
Q1 		$765K Buy
+37,746
New +$745K 0.16% 64

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

Doyle Wealth Management's VUG Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Growth ETF (VUG) stake by 6.5% in Q3 2022, buying an estimated $161K and bringing the position to 65,838 shares worth $2.35M. The position accounts for 0.2% of the portfolio, ranked #77.

Doyle Wealth Management first reported a position in VUG in Q1 2017 and has held it in 23 quarters since. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • Doyle Wealth Management held 65,838 shares of Vanguard Growth ETF worth $2.35M as of Q3 2022.
  • Doyle Wealth Management bought 4,014 Vanguard Growth ETF shares in Q3 2022, an estimated $161K.
  • Vanguard Growth ETF made up 0.2% of Doyle Wealth Management's portfolio in Q3 2022, its #77 holding.
  • Doyle Wealth Management first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 23 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.