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Milestone Advisory Partners’s Vanguard Growth ETF VUG Stock Holding History

Milestone Advisory Partners’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
2023
Q3 		$6.53M Buy
143,988
+22,182
+18% +$1.05M 5.44% 4
2023
Q2 		$5.74M Buy
121,806
+21,984
+22% +$953K 5.2% 4
2023
Q1 		$4.15M Sell
99,822
-1,626
-2% -$63.2K 3.83% 7
2022
Q4 		$3.6M Hold
101,448
– – 2.68% 12
2022
Q3 		$3.62M Buy
101,448
+8,442
+9% +$339K 2.71% 11
2022
Q2 		$3.49M Buy
93,006
+3,942
+4% +$162K 2.83% 10
2022
Q1 		$4.27M Buy
89,064
+738
+0.8% +$34.9K 2.3% 13
2021
Q4 		$4.72M Buy
88,326
+1,104
+1% +$57.5K 2.39% 14
2021
Q3 		$4.22M Buy
87,222
+4,668
+6% +$232K 2.48% 13
2021
Q2 		$3.95M Sell
82,554
-8,292
-9% -$377K 2.08% 17
2021
Q1 		$3.89M Sell
90,846
-1,122
-1% -$48K 2.08% 19
2020
Q4 		$3.88M Buy
91,968
+20,994
+30% +$838K 2.21% 17
2020
Q3 		$2.69M Sell
70,974
-6,036
-8% -$223K 1.68% 16
2020
Q2 		$2.59M Buy
+77,010
New +$2.37M 1.53% 18

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Advisory Partners's VUG Position: Q3 2023 in Review

Milestone Advisory Partners increased its Vanguard Growth ETF (VUG) stake by 18% in Q3 2023, buying an estimated $1.05M and bringing the position to 143,988 shares worth $6.53M. The position accounts for 5.44% of the portfolio, ranked #4.

Milestone Advisory Partners first reported a position in VUG in Q2 2020 and has held it in 14 quarters since. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • Milestone Advisory Partners held 143,988 shares of Vanguard Growth ETF worth $6.53M as of Q3 2023.
  • Milestone Advisory Partners bought 22,182 Vanguard Growth ETF shares in Q3 2023, an estimated $1.05M.
  • Vanguard Growth ETF made up 5.44% of Milestone Advisory Partners's portfolio in Q3 2023, its #4 holding.
  • Milestone Advisory Partners first reported a position in Vanguard Growth ETF in Q2 2020 and has held it in 14 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.