Lineweaver Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Lineweaver Wealth Advisors’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
2025 Q2	–	Sell	-4,086	Closed	-$253K	–	162
2025 Q1	$253K	Buy	4,086 +6	+0.1%	+$405	0.04%	130
2024 Q4	$279K	Buy	+4,080	New	+$274K	0.05%	120
2023 Q3	–	Sell	-5,238	Closed	-$247K	–	145
2023 Q2	$247K	Buy	5,238 +30	+0.6%	+$1.3K	0.07%	108
2023 Q1	$217K	Buy	+5,208	New	+$203K	0.07%	118
2022 Q2	–	Sell	-5,100	Closed	-$244K	–	155
2022 Q1	$244K	Buy	5,100 +6	+0.1%	+$284	0.07%	123
2021 Q4	$272K	Buy	5,094 +6	+0.1%	+$313	0.08%	116
2021 Q3	$246K	Buy	5,088 +6	+0.1%	+$299	0.08%	120
2021 Q2	$242K	Sell	5,082 -3,348	-40%	-$152K	0.08%	110
2021 Q1	$361K	Buy	+8,430	New	+$361K	0.13%	78

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

Envestnet Asset Management

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

Financial Engines Advisors

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association

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