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First Citizens Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Citizens Asset Management’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
2023
Q1 		– Sell
-948
Closed -$33.7K – 47
2022
Q4 		$33.7K Buy
+948
New +$34.9K 0.02% 43

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UBS Group
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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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Citizens Asset Management's VUG Position: Q1 2023 in Review

First Citizens Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2023, closing a stake of 948 shares — an estimated $33.7K sold.

First Citizens Asset Management first reported a position in VUG in Q4 2022 and held it in 1 quarter. The position peaked at $33.7K in Q4 2022. 1,720 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • First Citizens Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
  • First Citizens Asset Management sold 948 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $33.7K.
  • First Citizens Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 1 quarter.
  • First Citizens Asset Management's Vanguard Morningstar Growth ETF position peaked at $33.7K in Q4 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on First Citizens Asset Management's 13F filing for Q1 2023, filed 15 May 2023.