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Investment Research & Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Investment Research & Advisory Group’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
Q2 		– Sell
-1,434
Closed -$61K – 182
2021
Q1 		$61K Sell
1,434
-336
-19% -$14.4K 0.04% 92
2020
Q4 		$75K Buy
+1,770
New +$70.7K 0.06% 87

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investment Research & Advisory Group's VUG Position: Q2 2021 in Review

Investment Research & Advisory Group sold out of Vanguard Growth ETF (VUG) in Q2 2021, closing a stake of 1,434 shares — an estimated $61K sold.

Investment Research & Advisory Group first reported a position in VUG in Q4 2020 and held it in 2 quarters. The position peaked at $75K in Q4 2020. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Investment Research & Advisory Group reported no remaining Vanguard Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 1,434 Vanguard Growth ETF shares in Q2 2021, an estimated $61K.
  • Investment Research & Advisory Group first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 2 quarters.
  • Investment Research & Advisory Group's Vanguard Growth ETF position peaked at $75K in Q4 2020.
  • 1,415 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2021.

Based on Investment Research & Advisory Group's 13F filing for Q2 2021, filed 29 Jul 2021.