LHWM
VUG icon

Lake Hills Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Lake Hills Wealth Management’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
Q2 		– Sell
-6,156
Closed -$295K – 45
2022
Q1 		$295K Sell
6,156
-1,926
-24% -$91.1K 0.21% 33
2021
Q4 		$432K Buy
+8,082
New +$421K 0.31% 38

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

Lake Hills Wealth Management's VUG Position: Q2 2022 in Review

Lake Hills Wealth Management sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 6,156 shares — an estimated $295K sold.

Lake Hills Wealth Management first reported a position in VUG in Q4 2021 and held it in 2 quarters. The position peaked at $432K in Q4 2021. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Lake Hills Wealth Management reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Lake Hills Wealth Management sold 6,156 Vanguard Growth ETF shares in Q2 2022, an estimated $295K.
  • Lake Hills Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and held it in 2 quarters.
  • Lake Hills Wealth Management's Vanguard Growth ETF position peaked at $432K in Q4 2021.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on Lake Hills Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.