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Greenwood Gearhart’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Greenwood Gearhart’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
Q1 		– Sell
-300
Closed -$15.5K – 278
2023
Q4 		$15.5K Buy
+300
New +$14.5K ﹤0.01% 208
2023
Q1 		– Sell
-52,500
Closed -$1.86M – 98
2022
Q4 		$1.86M Buy
+52,500
New +$1.93M 0.26% 53

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Greenwood Gearhart's VUG Position: Q1 2024 in Review

Greenwood Gearhart sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 300 shares — an estimated $15.5K sold.

Greenwood Gearhart first reported a position in VUG in Q4 2022 and held it in 2 quarters. The position peaked at $1.86M in Q4 2022. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Greenwood Gearhart reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Greenwood Gearhart sold 300 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $15.5K.
  • Greenwood Gearhart first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 2 quarters.
  • Greenwood Gearhart's Vanguard Morningstar Growth ETF position peaked at $1.86M in Q4 2022.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.