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Freedman Financial Associates’s Vanguard Growth ETF VUG Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-942
Closed -$46K – 423
2022
Q1 		$46K Hold
942
– – 0.03% 211
2021
Q4 		$50K Hold
942
– – 0.03% 203
2021
Q3 		$46K Hold
942
– – 0.03% 206
2021
Q2 		$45K Sell
942
-138
-13% -$6.27K 0.03% 207
2021
Q1 		$46K Buy
1,080
+138
+15% +$5.9K 0.04% 202
2020
Q4 		$40K Buy
+942
New +$37.6K 0.04% 211

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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

Freedman Financial Associates's VUG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 942 shares — an estimated $46K sold.

Freedman Financial Associates first reported a position in VUG in Q4 2020 and held it in 6 quarters. The position peaked at $50K in Q4 2021. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 942 Vanguard Growth ETF shares in Q2 2022, an estimated $46K.
  • Freedman Financial Associates first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Growth ETF position peaked at $50K in Q4 2021.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.