HGWM
VUG icon

Harvest Group Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Harvest Group 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
2023
Q1 		$648K Sell
15,576
-468
-3% -$18.2K 0.4% 33
2022
Q4 		$570K Sell
16,044
-1,596
-9% -$58.7K 0.37% 38
2022
Q3 		$647K Sell
17,640
-1,230
-7% -$49.4K 0.43% 37
2022
Q2 		$777K Buy
+18,870
New +$775K 0.48% 36
2021
Q1 		– Sell
-5,130
Closed -$217K – 700
2020
Q4 		$217K Sell
5,130
-378
-7% -$15.1K 0.13% 39
2020
Q3 		$209K Buy
5,508
+6
+0.1% +$222 0.14% 34
2020
Q2 		$185K Buy
5,502
+12
+0.2% +$369 0.15% 34
2020
Q1 		$143K Hold
5,490
– – 0.14% 44
2019
Q4 		$166K Buy
5,490
+30
+0.5% +$866 0.14% 40
2019
Q3 		$151K Buy
5,460
+5,148
+1,650% +$143K 0.19% 37
2019
Q2 		$8K Buy
+312
New +$8.33K 0.01% 264

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