Lehman & Derafelo Financial Resources’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-2,274	Closed	-$81K	–	200
2022 Q3	$81K	Hold	2,274	–	–	0.03%	113
2022 Q2	$84K	Buy	+2,274	New	+$93.4K	0.03%	117
2021 Q4	–	Sell	-2,274	Closed	-$110K	–	189
2021 Q3	$110K	Hold	2,274	–	–	0.04%	113
2021 Q2	$109K	Hold	2,274	–	–	0.03%	131
2021 Q1	$97K	Hold	2,274	–	–	0.03%	132
2020 Q4	$96K	Hold	2,274	–	–	0.03%	133
2020 Q3	$86K	Hold	2,274	–	–	0.03%	155
2020 Q2	$77K	Hold	2,274	–	–	0.03%	147
2020 Q1	$59K	Buy	2,274 +984	+76%	+$29.5K	0.02%	109
2019 Q4	$39K	Buy	+1,290	New	+$37.3K	0.01%	139

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VUG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 2,274 shares — an estimated $81K sold.

Lehman & Derafelo Financial Resources first reported a position in VUG in Q4 2019 and held it in 10 quarters. The position peaked at $110K in Q3 2021. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 2,274 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $81K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Vanguard Morningstar Growth ETF position peaked at $110K in Q3 2021.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.