Financial Enhancement Group’s Vanguard Growth ETF VUG Stock Holding History

Financial Enhancement Group’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	-1,890	Closed	-$101K	–	353
2021 Q4	$101K	Hold	1,890	–	–	0.02%	123
2021 Q3	$91K	Hold	1,890	–	–	0.02%	122
2021 Q2	$90K	Hold	1,890	–	–	0.02%	111
2021 Q1	$81K	Hold	1,890	–	–	0.02%	113
2020 Q4	$80K	Hold	1,890	–	–	0.02%	121
2020 Q3	$72K	Sell	1,890 -2,268	-55%	-$83.7K	0.02%	114
2020 Q2	$140K	Hold	4,158	–	–	0.04%	102
2020 Q1	$109K	Hold	4,158	–	–	0.03%	106
2019 Q4	$126K	Hold	4,158	–	–	0.03%	93
2019 Q3	$115K	Hold	4,158	–	–	0.03%	94
2019 Q2	$113K	Buy	4,158 +1,854	+80%	+$49.5K	0.03%	100
2019 Q1	$60K	Buy	2,304 +96	+4%	+$2.37K	0.02%	131
2018 Q4	$59K	Hold	2,208	–	–	0.02%	121
2018 Q3	$59K	Buy	2,208 +582	+36%	+$15.2K	0.02%	121
2018 Q2	$41K	Hold	1,626	–	–	0.01%	129
2018 Q1	$38K	Buy	+1,626	New	+$39.6K	0.01%	135

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Enhancement Group's VUG Position: Q1 2022 in Review

Financial Enhancement Group sold out of Vanguard Growth ETF (VUG) in Q1 2022, closing a stake of 1,890 shares — an estimated $101K sold.

Financial Enhancement Group first reported a position in VUG in Q1 2018 and held it in 16 quarters. The position peaked at $140K in Q2 2020. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Financial Enhancement Group reported no remaining Vanguard Growth ETF position as of Q1 2022 after selling out during the quarter.
Financial Enhancement Group sold 1,890 Vanguard Growth ETF shares in Q1 2022, an estimated $101K.
Financial Enhancement Group first reported a position in Vanguard Growth ETF in Q1 2018 and held it in 16 quarters.
Financial Enhancement Group's Vanguard Growth ETF position peaked at $140K in Q2 2020.
1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.