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IronBridge Private Wealth’s Vanguard Growth ETF VUG Stock Holding History

IronBridge Private Wealth’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
-18
Closed -$1K – 295
2021
Q4 		$1K Hold
18
– – ﹤0.01% 282
2021
Q3 		$1K Buy
+18
New +$896 ﹤0.01% 267

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

IronBridge Private Wealth's VUG Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Vanguard Growth ETF (VUG) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

IronBridge Private Wealth first reported a position in VUG in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Vanguard Growth ETF position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 18 Vanguard Growth ETF shares in Q1 2022, an estimated $1K.
  • IronBridge Private Wealth first reported a position in Vanguard Growth ETF in Q3 2021 and held it in 2 quarters.
  • IronBridge Private Wealth's Vanguard Growth ETF position peaked at $1K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.