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Financial Planners of Cleveland’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Planners of Cleveland’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
-4,050
Closed -$203K – 94
2021
Q4 		$203K Buy
+4,050
New +$211K 0.08% 84

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Planners of Cleveland's VUG Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2022, closing a stake of 4,050 shares — an estimated $203K sold.

Financial Planners of Cleveland first reported a position in VUG in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 4,050 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $203K.
  • Financial Planners of Cleveland first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Vanguard Morningstar Growth ETF position peaked at $203K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.