LB
VUG icon

Leo Brokerage’s Vanguard Growth ETF VUG Stock Holding History

Leo Brokerage’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
Q2 		$5.89M Sell
124,854
-3,702
-3% -$161K 0.67% 25
2023
Q1 		$5.34M Buy
+128,556
New +$5M 0.8% 26
2022
Q2 		$2.45M Sell
65,892
-103,818
-61% -$4.27M 0.66% 35
2022
Q1 		$8.13M Buy
+169,710
New +$8.03M 1.3% 15
2021
Q3 		$13M Sell
268,806
-2,550
-0.9% -$127K 2.41% 9
2021
Q2 		$13M Buy
271,356
+18,534
+7% +$842K 2.61% 8
2021
Q1 		$10.8M Buy
252,822
+33,180
+15% +$1.42M 3.07% 7
2020
Q4 		$9.27M Sell
219,642
-26,232
-11% -$1.05M 2.99% 7
2020
Q3 		$8.28M Buy
+245,874
New +$9.08M 3.42% 10

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return