Heritage Wealth Management (Arizona)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	–	Sell	-3,738	Closed	-$214K	–	188
2024 Q1	$214K	Sell	3,738 -348	-9%	-$19.1K	0.11%	170
2023 Q4	$212K	Buy	+4,086	New	+$197K	0.11%	159
2022 Q4	$382K	Buy	10,758 +5,310	+97%	+$195K	0.05%	266
2022 Q3	$194K	Sell	5,448 -342	-6%	-$13.7K	0.06%	230
2022 Q2	$215K	Sell	5,790 -480	-8%	-$19.7K	0.07%	225
2022 Q1	$301K	Buy	+6,270	New	+$297K	0.08%	192
2021 Q3	$308K	Sell	6,372 -126	-2%	-$6.27K	0.11%	148
2021 Q2	$311K	Sell	6,498 -624	-9%	-$28.3K	0.12%	144
2021 Q1	$305K	Buy	+7,122	New	+$305K	0.17%	104

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s VUG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2024, closing a stake of 3,738 shares — an estimated $214K sold.

Heritage Wealth Management (Arizona) first reported a position in VUG in Q1 2021 and held it in 9 quarters. The position peaked at $382K in Q4 2022. 2,159 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 3,738 Vanguard Morningstar Growth ETF shares in Q2 2024, an estimated $214K.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s Vanguard Morningstar Growth ETF position peaked at $382K in Q4 2022.
2,159 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.