LFGH
VUG icon

Lee Financial Group Hawaii’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lee Financial Group Hawaii’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
2020
Q4 		– Sell
-23,700
Closed -$899K – 51
2020
Q3 		$899K Buy
23,700
+1,236
+6% +$45.6K 0.75% 24
2020
Q2 		$757K Buy
+22,464
New +$691K 0.65% 26

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lee Financial Group Hawaii's VUG Position: Q4 2020 in Review

Lee Financial Group Hawaii sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2020, closing a stake of 23,700 shares — an estimated $899K sold.

Lee Financial Group Hawaii first reported a position in VUG in Q2 2020 and held it in 2 quarters. The position peaked at $899K in Q3 2020. 1,355 funds tracked by Wall St. Rank hold VUG as of Q4 2020.

  • Lee Financial Group Hawaii reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 23,700 Vanguard Morningstar Growth ETF shares in Q4 2020, an estimated $899K.
  • Lee Financial Group Hawaii first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and held it in 2 quarters.
  • Lee Financial Group Hawaii's Vanguard Morningstar Growth ETF position peaked at $899K in Q3 2020.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2020, filed 3 Feb 2021.