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

Edge 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 Q1	–	Sell	-180	Closed	-$10K	–	455
2021 Q4	$10K	Hold	180	–	–	﹤0.01%	297
2021 Q3	$9K	Hold	180	–	–	﹤0.01%	317
2021 Q2	$9K	Hold	180	–	–	﹤0.01%	316
2021 Q1	$8K	Hold	180	–	–	﹤0.01%	312
2020 Q4	$8K	Hold	180	–	–	﹤0.01%	282
2020 Q3	$7K	Hold	180	–	–	﹤0.01%	338
2020 Q2	$6K	Hold	180	–	–	﹤0.01%	537
2020 Q1	$5K	Hold	180	–	–	﹤0.01%	489
2019 Q4	$5K	Buy	+180	New	+$5.2K	﹤0.01%	497
2016 Q2	–	Sell	-22,500	Closed	-$399K	–	483
2016 Q1	$399K	Buy	+22,500	New	+$377K	0.18%	77

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 22.96% 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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Edge Wealth Management's VUG Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2022, closing a stake of 180 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in VUG in Q1 2016 and held it in 10 quarters. The position peaked at $399K in Q1 2016. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Edge Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 180 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $10K.
Edge Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and held it in 10 quarters.
Edge Wealth Management's Vanguard Morningstar Growth ETF position peaked at $399K in Q1 2016.
1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.