Gould Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gould Capital’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 Q2	–	Sell	-180	Closed	-$7.48K	–	204
2023 Q1	$7.48K	Hold	180	–	–	0.01%	155
2022 Q4	$6.39K	Hold	180	–	–	0.01%	163
2022 Q3	$6K	Hold	180	–	–	0.01%	161
2022 Q2	$7K	Hold	180	–	–	0.01%	157
2022 Q1	$9K	Sell	180 -390	-68%	-$18.4K	0.01%	151
2021 Q4	$30K	Buy	+570	New	+$29.7K	0.02%	106

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gould Capital's VUG Position: Q2 2023 in Review

Gould Capital sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2023, closing a stake of 180 shares — an estimated $7.48K sold.

Gould Capital first reported a position in VUG in Q4 2021 and held it in 6 quarters. The position peaked at $30K in Q4 2021. 1,823 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Gould Capital reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2023 after selling out during the quarter.
Gould Capital sold 180 Vanguard Morningstar Growth ETF shares in Q2 2023, an estimated $7.48K.
Gould Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 6 quarters.
Gould Capital's Vanguard Morningstar Growth ETF position peaked at $30K in Q4 2021.
1,823 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2023.

Based on Gould Capital's 13F filing for Q2 2023, filed 14 Aug 2023.