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Gupta Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gupta Wealth 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
2016
Q1 		$224K Buy
12,612
+1,572
+14% +$26.4K 0.05% 231
2015
Q4 		$196K Hold
11,040
– – 0.05% 250
2015
Q3 		$185K Hold
11,040
– – 0.05% 261
2015
Q2 		$197K Hold
11,040
– – 0.05% 257
2015
Q1 		$192K Buy
+11,040
New +$196K 0.06% 224

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's VUG Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q1 2016, buying an estimated $26.4K and bringing the position to 12,612 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #231.

Gupta Wealth Management first reported a position in VUG in Q1 2015 and has held it in 5 quarters since. 430 funds tracked by Wall St. Rank hold VUG as of Q1 2016.

  • Gupta Wealth Management held 12,612 shares of Vanguard Morningstar Growth ETF worth $224K as of Q1 2016.
  • Gupta Wealth Management bought 1,572 Vanguard Morningstar Growth ETF shares in Q1 2016, an estimated $26.4K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #231 holding.
  • Gupta Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 5 quarters since.
  • 430 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.