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EisnerAmper Wealth Management Corporate Benefits’s Vanguard 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 $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 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. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Vanguard Growth ETF position as of Q2 2021 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 5,070 Vanguard Growth ETF shares in Q2 2021, an estimated $217K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Growth ETF in Q1 2021 and held it in 1 quarter.
  • EisnerAmper Wealth Management Corporate Benefits's Vanguard Growth ETF position peaked at $217K in Q1 2021.
  • 1,415 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2021.

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