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Harborview Advisors’s Vanguard Growth ETF VUG Stock Holding History

Harborview Advisors’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
2021
Q3 		$282K Hold
5,826
– – 0.16% 92
2021
Q2 		$278K Sell
5,826
-30
-0.5% -$1.36K 0.16% 91
2021
Q1 		$251K Sell
5,856
-2,832
-33% -$121K 0.15% 89
2020
Q4 		$367K Sell
8,688
-222
-2% -$8.86K 0.25% 68
2020
Q3 		$338K Sell
8,910
-564
-6% -$20.8K 0.26% 70
2020
Q2 		$319K Buy
9,474
+120
+1% +$3.69K 0.26% 67
2020
Q1 		$244K Buy
9,354
+1,068
+13% +$32K 0.24% 71
2019
Q4 		$252K Sell
8,286
-330
-4% -$9.53K 0.19% 75
2019
Q3 		$239K Hold
8,616
– – 0.19% 72
2019
Q2 		$235K Sell
8,616
-72
-0.8% -$1.92K 0.19% 76
2019
Q1 		$226K Buy
+8,688
New +$214K 0.2% 68
2018
Q4 		– Sell
-8,316
Closed -$223K – 63
2018
Q3 		$223K Sell
8,316
-2,772
-25% -$72.5K 0.23% 58
2018
Q2 		$277K Sell
11,088
-804
-7% -$19.7K 0.26% 57
2018
Q1 		$281K Buy
11,892
+1,200
+11% +$29.3K 0.27% 53
2017
Q4 		$251K Buy
+10,692
New +$245K 0.24% 54

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Harborview Advisors's VUG Position: Q3 2021 in Review

Harborview Advisors held its Vanguard Growth ETF (VUG) position steady in Q3 2021 at 5,826 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #92.

Harborview Advisors first reported a position in VUG in Q4 2017 and has held it in 15 quarters since. The position peaked at $367K in Q4 2020. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

  • Harborview Advisors held 5,826 shares of Vanguard Growth ETF worth $282K as of Q3 2021.
  • Harborview Advisors left its Vanguard Growth ETF share count unchanged in Q3 2021.
  • Vanguard Growth ETF made up 0.16% of Harborview Advisors's portfolio in Q3 2021, its #92 holding.
  • Harborview Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 15 quarters since.
  • Harborview Advisors's Vanguard Growth ETF position peaked at $367K in Q4 2020.
  • 1,428 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.