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

Formidable 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
2024
Q3 		– Sell
-13,548
Closed -$844K – 415
2024
Q2 		$844K Buy
+13,548
New +$790K 0.14% 148
2021
Q1 		– Sell
-6,660
Closed -$281K – 316
2020
Q4 		$281K Sell
6,660
-4,116
-38% -$164K 0.07% 219
2020
Q3 		$409K Sell
10,776
-2,682
-20% -$99K 0.12% 150
2020
Q2 		$454K Buy
13,458
+3,408
+34% +$105K 0.13% 147
2020
Q1 		$262K Buy
+10,050
New +$301K 0.1% 151

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Formidable Asset Management's VUG Position: Q3 2024 in Review

Formidable Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 13,548 shares — an estimated $844K sold.

Formidable Asset Management first reported a position in VUG in Q1 2020 and held it in 5 quarters. The position peaked at $844K in Q2 2024. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Formidable Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 13,548 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $844K.
  • Formidable Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and held it in 5 quarters.
  • Formidable Asset Management's Vanguard Morningstar Growth ETF position peaked at $844K in Q2 2024.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.