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James Reed Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

James Reed Financial Services’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
-12
Closed – – 169
2021
Q4 		$0 Buy
+12
New +$625 ﹤0.01% 182

Other funds holding VUG

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

James Reed Financial Services's VUG Position: Q1 2022 in Review

James Reed Financial Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2022, closing a stake of 12 shares.

James Reed Financial Services first reported a position in VUG in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • James Reed Financial Services reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 12 Vanguard Morningstar Growth ETF shares in Q1 2022.
  • James Reed Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Vanguard Morningstar Growth ETF position peaked at $0 in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.