Monumental Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Monumental Financial Group’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	$461K	Hold	7,200	–	–	0.17%	40
2024 Q2	$449K	Hold	7,200	–	–	0.2%	40
2024 Q1	$413K	Sell	7,200 -1,440	-17%	-$79.2K	0.22%	38
2023 Q4	$448K	Buy	8,640 +3,762	+77%	+$182K	0.27%	36
2023 Q3	$221K	Hold	4,878	–	–	0.15%	40
2023 Q2	$230K	Hold	4,878	–	–	0.15%	44
2023 Q1	$203K	Buy	+4,878	New	+$190K	0.15%	50
2022 Q2	–	Sell	-4,878	Closed	-$234K	–	67
2022 Q1	$234K	Buy	+4,878	New	+$231K	0.19%	23

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

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

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

Monumental Financial Group's VUG Position: Q3 2024 in Review

Monumental Financial Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2024 at 7,200 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #40.

Monumental Financial Group first reported a position in VUG in Q1 2022 and has held it in 8 quarters since. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

Monumental Financial Group held 7,200 shares of Vanguard Morningstar Growth ETF worth $461K as of Q3 2024.
Monumental Financial Group left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2024.
Vanguard Morningstar Growth ETF made up 0.17% of Monumental Financial Group's portfolio in Q3 2024, its #40 holding.
Monumental Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 8 quarters since.
2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.