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Family Legacy Financial Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-570
Closed -$45.6K – 234
2025
Q3 		$45.6K Buy
+570
New +$43.6K 0.03% 98

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UBS Group
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Family Legacy Financial Solutions's VUG Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 570 shares — an estimated $45.6K sold.

Family Legacy Financial Solutions first reported a position in VUG in Q3 2025 and held it in 1 quarter. The position peaked at $45.6K in Q3 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 570 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $45.6K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Vanguard Morningstar Growth ETF position peaked at $45.6K in Q3 2025.
  • 2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.