King Wealth Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $904K | Sell |
10,492
-50
| -0.5% | -$4.21K | 0.1% | 82 |
|
|
2026
Q1 | $767K | Sell |
10,542
-24
| -0.2% | -$1.87K | 0.1% | 84 |
|
|
2025
Q4 | $859K | Sell |
10,566
-54
| -0.5% | -$4.38K | 0.1% | 78 |
|
|
2025
Q3 | $849K | Sell |
10,620
-60
| -0.6% | -$4.58K | 0.11% | 73 |
|
|
2025
Q2 | $780K | Sell |
10,680
-1,170
| -10% | -$77K | 0.11% | 73 |
|
|
2025
Q1 | $666K | Buy |
11,850
+996
| +9% | +$67.2K | 0.1% | 76 |
|
|
2024
Q4 | $742K | Buy |
10,854
+546
| +5% | +$36.7K | 0.11% | 71 |
|
|
2024
Q3 | $660K | Hold |
10,308
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $643K | Hold |
10,308
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $591K | Hold |
10,308
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $534K | Hold |
10,308
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $468K | Sell |
10,308
-3,378
| -25% | -$160K | 0.1% | 82 |
|
|
2023
Q2 | $645K | Buy |
13,686
+3,450
| +34% | +$150K | 0.13% | 68 |
|
|
2023
Q1 | $425K | Sell |
10,236
-300
| -3% | -$11.7K | 0.09% | 89 |
|
|
2022
Q4 | $374K | Sell |
10,536
-234
| -2% | -$8.61K | 0.09% | 101 |
|
|
2022
Q3 | $385K | Sell |
10,770
-30
| -0.3% | -$1.21K | 0.1% | 92 |
|
|
2022
Q2 | $401K | Sell |
10,800
-144
| -1% | -$5.92K | 0.1% | 98 |
|
|
2022
Q1 | $525K | Sell |
10,944
-66
| -0.6% | -$3.12K | 0.1% | 87 |
|
|
2021
Q4 | $589K | Sell |
11,010
-120
| -1% | -$6.25K | 0.11% | 94 |
|
|
2021
Q3 | $538K | Sell |
11,130
-300
| -3% | -$14.9K | 0.11% | 97 |
|
|
2021
Q2 | $546K | Sell |
11,430
-60
| -0.5% | -$2.72K | 0.11% | 91 |
|
|
2021
Q1 | $492K | Hold |
11,490
| – | – | 0.11% | 95 |
|
|
2020
Q4 | $485K | Buy |
11,490
+300
| +3% | +$12K | 0.11% | 93 |
|
|
2020
Q3 | $424K | Hold |
11,190
| – | – | 0.11% | 96 |
|
|
2020
Q2 | $377K | Hold |
11,190
| – | – | 0.11% | 98 |
|
|
2020
Q1 | $293K | Sell |
11,190
-270
| -2% | -$8.09K | 0.13% | 99 |
|
|
2019
Q4 | $348K | Buy |
11,460
+6
| +0.1% | +$173 | 0.09% | 100 |
|
|
2019
Q3 | $317K | Sell |
11,454
-138
| -1% | -$3.83K | 0.09% | 99 |
|
|
2019
Q2 | $316K | Hold |
11,592
| – | – | 0.09% | 96 |
|
|
2019
Q1 | $302K | Hold |
11,592
| – | – | 0.09% | 97 |
|
|
2018
Q4 | $259K | Buy |
11,592
+120
| +1% | +$2.91K | 0.09% | 100 |
|
|
2018
Q3 | $308K | Sell |
11,472
-90
| -0.8% | -$2.35K | 0.1% | 93 |
|
|
2018
Q2 | $288K | Hold |
11,562
| – | – | 0.1% | 95 |
|
|
2018
Q1 | $274K | Buy |
+11,562
| New | +$282K | 0.1% | 102 |
|
|
2014
Q4 | – | Sell |
-18,828
| Closed | -$312K | – | 121 |
|
|
2014
Q3 | $312K | Buy |
18,828
+1,560
| +9% | +$26K | 0.2% | 71 |
|
|
2014
Q2 | $284K | Buy |
17,268
+900
| +5% | +$14.3K | 0.18% | 85 |
|
|
2014
Q1 | $255K | Buy |
+16,368
| New | +$254K | 0.18% | 84 |
|
Other funds holding VUG
EWA
King Wealth Management Group's VUG Position: Q2 2026 in Review
King Wealth Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.47% in Q2 2026, selling an estimated $4.21K and leaving 10,492 shares worth $904K. The position accounts for 0.1% of the portfolio, ranked #82.
King Wealth Management Group first reported a position in VUG in Q1 2014 and has held it in 37 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- King Wealth Management Group held 10,492 shares of Vanguard Morningstar Growth ETF worth $904K as of Q2 2026.
- King Wealth Management Group sold 50 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.21K.
- Vanguard Morningstar Growth ETF made up 0.1% of King Wealth Management Group's portfolio in Q2 2026, its #82 holding.
- King Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and has held it in 37 quarters since.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.