Macroview Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Macroview Investment 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 Q4	–	Sell	-48	Closed	-$3.07K	–	541
2024 Q3	$3.07K	Hold	48	–	–	﹤0.01%	434
2024 Q2	$2.99K	Sell	48 -2,400	-98%	-$140K	﹤0.01%	434
2024 Q1	$140K	Hold	2,448	–	–	0.15%	93
2023 Q4	$127K	Buy	2,448 +2,394	+4,433%	+$116K	0.15%	97
2023 Q3	$2.45K	Buy	54 +6	+13%	+$283	﹤0.01%	545
2023 Q2	$2.26K	Buy	+48	New	+$2.08K	﹤0.01%	393
2022 Q4	–	Sell	-36	Closed	-$1K	–	523
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	395
2022 Q2	$1K	Buy	+36	New	+$1.48K	﹤0.01%	427
2017 Q4	–	Sell	-780	Closed	-$17K	–	146
2017 Q3	$17K	Hold	780	–	–	0.08%	73
2017 Q2	$17K	Buy	+780	New	+$16.3K	0.09%	71

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Macroview Investment Management's VUG Position: Q4 2024 in Review

Macroview Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 48 shares — an estimated $3.07K sold.

Macroview Investment Management first reported a position in VUG in Q2 2017 and held it in 10 quarters. The position peaked at $140K in Q1 2024. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Macroview Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 48 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $3.07K.
Macroview Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and held it in 10 quarters.
Macroview Investment Management's Vanguard Morningstar Growth ETF position peaked at $140K in Q1 2024.
2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.