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Hayden Royal’s Vanguard Growth ETF VUG Stock Holding History

Hayden Royal’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 		– Sell
-4,980
Closed -$238K – 205
2021
Q2 		$238K Sell
4,980
-234
-4% -$10.6K 0.13% 163
2021
Q1 		$223K Buy
+5,214
New +$223K 0.13% 170
2020
Q4 		– Sell
-39,618
Closed -$1.5M – 573
2020
Q3 		$1.5M Sell
39,618
-570
-1% -$21K 0.8% 32
2020
Q2 		$1.35M Buy
40,188
+282
+0.7% +$8.67K 0.76% 30
2020
Q1 		$1.04M Buy
39,906
+3,624
+10% +$109K 0.61% 37
2019
Q4 		$1.21M Sell
36,282
-18
-0% -$520 0.61% 38
2019
Q3 		$1.01M Buy
36,300
+11,544
+47% +$320K 0.89% 33
2019
Q2 		$694K Buy
+24,756
New +$661K 0.74% 39
2019
Q1 		– Sell
-15,150
Closed -$339K – 215
2018
Q4 		$339K Buy
+15,150
New +$367K 0.17% 131

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

Hayden Royal's VUG Position: Q3 2021 in Review

Hayden Royal sold out of Vanguard Growth ETF (VUG) in Q3 2021, closing a stake of 4,980 shares — an estimated $238K sold.

Hayden Royal first reported a position in VUG in Q4 2018 and held it in 9 quarters. The position peaked at $1.5M in Q3 2020. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

  • Hayden Royal reported no remaining Vanguard Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 4,980 Vanguard Growth ETF shares in Q3 2021, an estimated $238K.
  • Hayden Royal first reported a position in Vanguard Growth ETF in Q4 2018 and held it in 9 quarters.
  • Hayden Royal's Vanguard Growth ETF position peaked at $1.5M in Q3 2020.
  • 1,428 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.