HWMA
VUG icon

Heritage Wealth Management (Arizona)’s Vanguard 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
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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return