First Personal Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Personal Financial Services’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
2024 Q3	$105K	Hold	1,644	–	–	0.02%	158
2024 Q2	$102K	Buy	1,644 +1,284	+357%	+$74.9K	0.02%	153
2024 Q1	$20.7K	Buy	+360	New	+$19.8K	﹤0.01%	238
2023 Q1	–	Sell	-198	Closed	-$7.03K	–	435
2022 Q4	$7.03K	Hold	198	–	–	﹤0.01%	350
2022 Q3	$7K	Hold	198	–	–	﹤0.01%	364
2022 Q2	$7K	Hold	198	–	–	﹤0.01%	302
2022 Q1	$9K	Buy	+198	New	+$9.37K	﹤0.01%	304
2020 Q1	–	Sell	-2,046	Closed	-$62K	–	530
2019 Q4	$62K	Buy	+2,046	New	+$59.1K	0.02%	179
2018 Q1	–	Sell	-1,140	Closed	-$27K	–	1078
2017 Q4	$27K	Buy	1,140 +432	+61%	+$9.92K	0.01%	595
2017 Q3	$16K	Sell	708 -2,334	-77%	-$50.7K	﹤0.01%	625
2017 Q2	$64K	Hold	3,042	–	–	0.01%	372
2017 Q1	$62K	Hold	3,042	–	–	0.01%	354
2016 Q4	$57K	Hold	3,042	–	–	0.02%	353
2016 Q3	$57K	Hold	3,042	–	–	0.02%	258
2016 Q2	$54K	Buy	+3,042	New	+$54.2K	0.02%	253

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Personal Financial Services's VUG Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2024 at 1,644 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #158.

First Personal Financial Services first reported a position in VUG in Q2 2016 and has held it in 15 quarters since. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

First Personal Financial Services held 1,644 shares of Vanguard Morningstar Growth ETF worth $105K as of Q3 2024.
First Personal Financial Services left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2024.
Vanguard Morningstar Growth ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #158 holding.
First Personal Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 15 quarters since.
2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.