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Horst & Graben Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Horst & Graben 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
2022
Q1 		– Sell
-4,104
Closed -$220K – 144
2021
Q4 		$220K Buy
+4,104
New +$214K 0.06% 129

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

Horst & Graben Wealth Management's VUG Position: Q1 2022 in Review

Horst & Graben Wealth Management sold out of Vanguard Growth ETF (VUG) in Q1 2022, closing a stake of 4,104 shares — an estimated $220K sold.

Horst & Graben Wealth Management first reported a position in VUG in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Horst & Graben Wealth Management reported no remaining Vanguard Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 4,104 Vanguard Growth ETF shares in Q1 2022, an estimated $220K.
  • Horst & Graben Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and held it in 1 quarter.
  • Horst & Graben Wealth Management's Vanguard Growth ETF position peaked at $220K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.