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Echo Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Echo 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
2021
Q3 		– Sell
-5,562
Closed -$270K – 52
2021
Q2 		$270K Sell
5,562
-690
-11% -$31.3K 0.34% 43
2021
Q1 		$268K Sell
6,252
-804
-11% -$34.4K 0.34% 46
2020
Q4 		$298K Buy
+7,056
New +$282K 0.39% 41

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Echo Wealth Management's VUG Position: Q3 2021 in Review

Echo Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2021, closing a stake of 5,562 shares — an estimated $270K sold.

Echo Wealth Management first reported a position in VUG in Q4 2020 and held it in 3 quarters. The position peaked at $298K in Q4 2020. 1,429 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

  • Echo Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Echo Wealth Management sold 5,562 Vanguard Morningstar Growth ETF shares in Q3 2021, an estimated $270K.
  • Echo Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 3 quarters.
  • Echo Wealth Management's Vanguard Morningstar Growth ETF position peaked at $298K in Q4 2020.
  • 1,429 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2021.

Based on Echo Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.