Investment Management of Virginia’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investment Management of Virginia’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 Q2	–	Sell	-4,338	Closed	-$208K	–	184
2022 Q1	$208K	Sell	4,338 -900	-17%	-$42.6K	0.04%	176
2021 Q4	$280K	Sell	5,238 -108	-2%	-$5.63K	0.05%	166
2021 Q3	$259K	Buy	5,346 +30	+0.6%	+$1.49K	0.05%	146
2021 Q2	$254K	Hold	5,316	–	–	0.05%	149
2021 Q1	$228K	Sell	5,316 -450	-8%	-$19.3K	0.05%	145
2020 Q4	$243K	Hold	5,766	–	–	0.05%	140
2020 Q3	$219K	Buy	+5,766	New	+$213K	0.05%	141

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investment Management of Virginia's VUG Position: Q2 2022 in Review

Investment Management of Virginia sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2022, closing a stake of 4,338 shares — an estimated $208K sold.

Investment Management of Virginia first reported a position in VUG in Q3 2020 and held it in 7 quarters. The position peaked at $280K in Q4 2021. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

Investment Management of Virginia reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
Investment Management of Virginia sold 4,338 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $208K.
Investment Management of Virginia first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and held it in 7 quarters.
Investment Management of Virginia's Vanguard Morningstar Growth ETF position peaked at $280K in Q4 2021.
1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

Based on Investment Management of Virginia's 13F filing for Q2 2022, filed 2 Aug 2022.