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EisnerAmper Wealth Management Corporate Benefits’s Vanguard Morningstar Growth ETF VUG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q2 		– Sell
-5,070
Closed -$217K – 53
2021
Q1 		$217K Buy
+5,070
New +$217K 0.12% 45

Other funds holding VUG

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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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's VUG Position: Q2 2021 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2021, closing a stake of 5,070 shares — an estimated $217K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VUG in Q1 2021 and held it in 1 quarter. The position peaked at $217K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 5,070 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $217K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 1 quarter.
  • EisnerAmper Wealth Management Corporate Benefits's Vanguard Morningstar Growth ETF position peaked at $217K in Q1 2021.
  • 1,416 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2021, filed 1 Jul 2021.