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Freedman Financial Associates’s Vanguard Morningstar 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 $1.55T 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Freedman Financial Associates sold out of Vanguard Morningstar 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. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 942 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $46K.
  • Freedman Financial Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Morningstar Growth ETF position peaked at $50K in Q4 2021.
  • 1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

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