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Landmark Wealth Management (New York)’s Vanguard Growth ETF VUG Stock Holding History

Landmark Wealth Management (New York)’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
-1,512
Closed -$252 – 181
2022
Q1 		$252 Buy
+1,512
New +$71.5K ﹤0.01% 171

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

Landmark Wealth Management (New York)'s VUG Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 1,512 shares — an estimated $252 sold.

Landmark Wealth Management (New York) first reported a position in VUG in Q1 2022 and held it in 1 quarter. The position peaked at $252 in Q1 2022. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 1,512 Vanguard Growth ETF shares in Q2 2022, an estimated $252.
  • Landmark Wealth Management (New York) first reported a position in Vanguard Growth ETF in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s Vanguard Growth ETF position peaked at $252 in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.