LWA
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LWS Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

LWS 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
2020
Q1 		– Sell
-300
Closed -$9K – 81
2019
Q4 		$9K Buy
+300
New +$8.66K ﹤0.01% 77

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LWS Wealth Advisors's VUG Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2020, closing a stake of 300 shares — an estimated $9K sold.

LWS Wealth Advisors first reported a position in VUG in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 300 Vanguard Growth ETF shares in Q1 2020, an estimated $9K.
  • LWS Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Vanguard Growth ETF position peaked at $9K in Q4 2019.
  • 1,063 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.