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Mine & Arao Wealth Creation & Management’s Vanguard Growth ETF VUG Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-120
Closed -$6.88K – 360
2024
Q1 		$6.88K Buy
120
+60
+100% +$3.3K ﹤0.01% 232
2023
Q4 		$3.11K Hold
60
– – ﹤0.01% 269
2023
Q3 		$2.72K Hold
60
– – ﹤0.01% 274
2023
Q2 		$2.83K Hold
60
– – ﹤0.01% 287
2023
Q1 		$2.5K Buy
+60
New +$2.33K ﹤0.01% 286

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Mine & Arao Wealth Creation & Management's VUG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Growth ETF (VUG) in Q2 2024, closing a stake of 120 shares — an estimated $6.88K sold.

Mine & Arao Wealth Creation & Management first reported a position in VUG in Q1 2023 and held it in 5 quarters. The position peaked at $6.88K in Q1 2024. 2,154 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Vanguard Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 120 Vanguard Growth ETF shares in Q2 2024, an estimated $6.88K.
  • Mine & Arao Wealth Creation & Management first reported a position in Vanguard Growth ETF in Q1 2023 and held it in 5 quarters.
  • Mine & Arao Wealth Creation & Management's Vanguard Growth ETF position peaked at $6.88K in Q1 2024.
  • 2,154 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.