LWA
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LWS Wealth Advisors’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LWS Wealth Advisors sold out of Vanguard Morningstar 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. 1,060 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 300 Vanguard Morningstar Growth ETF shares in Q1 2020, an estimated $9K.
  • LWS Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $9K in Q4 2019.
  • 1,060 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2020.

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