LAM
VUG icon

LifePro Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LifePro Asset 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
2024
Q3 		$1.22M Sell
19,008
-126
-0.7% -$7.81K 0.74% 45
2024
Q2 		$1.19M Sell
19,134
-558
-3% -$32.5K 0.86% 39
2024
Q1 		$1.13M Sell
19,692
-11,802
-37% -$649K 0.75% 42
2023
Q4 		$1.63M Sell
31,494
-36
-0.1% -$1.74K 1.26% 27
2023
Q3 		$1.43M Buy
31,530
+25,362
+411% +$1.2M 1.18% 29
2023
Q2 		$291K Sell
6,168
-642
-9% -$27.8K 0.22% 84
2023
Q1 		$242K Buy
6,810
+246
+4% +$9.57K 0.18% 96
2022
Q4 		$233K Sell
6,564
-390
-6% -$14.3K 0.17% 98
2022
Q3 		$248K Sell
6,954
-156,174
-96% -$6.28M 0.14% 65
2022
Q2 		$6.06M Sell
163,128
-15,396
-9% -$633K 3.14% 6
2022
Q1 		$8.56M Sell
178,524
-21,822
-11% -$1.03M 3.07% 9
2021
Q4 		$10.7M Buy
200,346
+2,256
+1% +$118K 3.17% 13
2021
Q3 		$9.58M Sell
198,090
-3,120
-2% -$155K 2.91% 19
2021
Q2 		$9.62M Buy
201,210
+10,122
+5% +$460K 2.85% 17
2021
Q1 		$8.19M Buy
191,088
+34,158
+22% +$1.46M 2.59% 17
2020
Q4 		$6.63M Buy
156,930
+12,240
+8% +$489K 2.06% 17
2020
Q3 		$5.49M Buy
144,690
+27,204
+23% +$1M 2.81% 15
2020
Q2 		$3.96M Buy
+117,486
New +$3.61M 3.41% 13

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LifePro Asset Management's VUG Position: Q3 2024 in Review

LifePro Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.66% in Q3 2024, selling an estimated $7.81K and leaving 19,008 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #45.

LifePro Asset Management first reported a position in VUG in Q2 2020 and has held it in 18 quarters since. The position peaked at $10.7M in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • LifePro Asset Management held 19,008 shares of Vanguard Morningstar Growth ETF worth $1.22M as of Q3 2024.
  • LifePro Asset Management sold 126 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $7.81K.
  • Vanguard Morningstar Growth ETF made up 0.74% of LifePro Asset Management's portfolio in Q3 2024, its #45 holding.
  • LifePro Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • LifePro Asset Management's Vanguard Morningstar Growth ETF position peaked at $10.7M in Q4 2021.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.