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Meredith Wealth Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meredith Wealth Planning’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 		– Sell
-8,046
Closed -$502K – 49
2024
Q2 		$502K Buy
+8,046
New +$469K 0.26% 32

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

Meredith Wealth Planning's VUG Position: Q3 2024 in Review

Meredith Wealth Planning sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 8,046 shares — an estimated $502K sold.

Meredith Wealth Planning first reported a position in VUG in Q2 2024 and held it in 1 quarter. The position peaked at $502K in Q2 2024. 2,226 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Meredith Wealth Planning reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Meredith Wealth Planning sold 8,046 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $502K.
  • Meredith Wealth Planning first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and held it in 1 quarter.
  • Meredith Wealth Planning's Vanguard Morningstar Growth ETF position peaked at $502K in Q2 2024.
  • 2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Meredith Wealth Planning's 13F filing for Q3 2024, filed 18 Oct 2024.