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Investors Asset Management of Georgia’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-1,812
Closed -$65K – 516
2022
Q3 		$65K Hold
1,812
– – 0.03% 265
2022
Q2 		$67K Buy
+1,812
New +$74.4K 0.03% 239

Other funds holding VUG

AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
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 $424B AUM 22.96% 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 $445B AUM 25.58% 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

Investors Asset Management of Georgia's VUG Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 1,812 shares — an estimated $65K sold.

Investors Asset Management of Georgia first reported a position in VUG in Q2 2022 and held it in 2 quarters. The position peaked at $67K in Q2 2022. 1,670 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,812 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $65K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Morningstar Growth ETF position peaked at $67K in Q2 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.