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MFA Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MFA 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
2024
Q4 		– Sell
-408
Closed -$26.1K – 384
2024
Q3 		$26.1K Sell
408
-5,664
-93% -$351K 0.01% 238
2024
Q2 		$378K Sell
6,072
-6
-0.1% -$350 0.08% 72
2024
Q1 		$349K Sell
6,078
-6
-0.1% -$330 0.09% 69
2023
Q4 		$315K Hold
6,084
– – 0.09% 78
2023
Q3 		$276K Buy
6,084
+90
+2% +$4.25K 0.09% 70
2023
Q2 		$283K Buy
+5,994
New +$260K 0.09% 69

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

MFA Wealth Advisors's VUG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 408 shares — an estimated $26.1K sold.

MFA Wealth Advisors first reported a position in VUG in Q2 2023 and held it in 6 quarters. The position peaked at $378K in Q2 2024. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 408 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $26.1K.
  • MFA Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and held it in 6 quarters.
  • MFA Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $378K in Q2 2024.
  • 2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.