Ledge Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Ledge 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
2023 Q4	$18.6M	Buy	359,412 +4,002	+1%	+$193K	7.24%	4
2023 Q3	$16.1M	Buy	355,410 +55,014	+18%	+$2.6M	7.24%	3
2023 Q2	$14.2M	Buy	300,396 +74,814	+33%	+$3.24M	6.77%	3
2023 Q1	$9.38M	Buy	225,582 +150,312	+200%	+$5.85M	4.45%	6
2022 Q4	$2.67M	Buy	75,270 +11,364	+18%	+$418K	1.22%	21
2022 Q3	$2.28M	Buy	63,906 +57,846	+955%	+$2.33M	1.4%	17
2022 Q2	$225K	Buy	6,060 +1,812	+43%	+$74.4K	0.14%	62
2022 Q1	$204K	Buy	+4,248	New	+$201K	0.13%	69

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ledge Wealth Management's VUG Position: Q4 2023 in Review

Ledge Wealth Management increased its Vanguard Growth ETF (VUG) stake by 1.1% in Q4 2023, buying an estimated $193K and bringing the position to 359,412 shares worth $18.6M. The position accounts for 7.24% of the portfolio, ranked #4.

Ledge Wealth Management first reported a position in VUG in Q1 2022 and has held it in 8 quarters since. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

Ledge Wealth Management held 359,412 shares of Vanguard Growth ETF worth $18.6M as of Q4 2023.
Ledge Wealth Management bought 4,002 Vanguard Growth ETF shares in Q4 2023, an estimated $193K.
Vanguard Growth ETF made up 7.24% of Ledge Wealth Management's portfolio in Q4 2023, its #4 holding.
Ledge Wealth Management first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 8 quarters since.
2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.