MYCIO Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MYCIO Wealth 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
2020 Q1	–	Sell	-36,984	Closed	-$1.12M	–	397
2019 Q4	$1.12M	Buy	36,984 +4,926	+15%	+$142K	0.07%	117
2019 Q3	$888K	Buy	32,058 +2,400	+8%	+$66.6K	0.07%	124
2019 Q2	$808K	Buy	29,658 +144	+0.5%	+$3.85K	0.06%	125
2019 Q1	$769K	Buy	29,514 +78	+0.3%	+$1.93K	0.06%	125
2018 Q4	$659K	Buy	29,436 +20,760	+239%	+$503K	0.06%	133
2018 Q3	$233K	Hold	8,676	–	–	0.02%	253
2018 Q2	$217K	Hold	8,676	–	–	0.02%	253
2018 Q1	$205K	Sell	8,676 -6,186	-42%	-$151K	0.02%	232
2017 Q4	$359K	Hold	14,862	–	–	0.04%	174
2017 Q3	$329K	Buy	14,862 +2,196	+17%	+$47.7K	0.04%	183
2017 Q2	$268K	Sell	12,666 -1,854	-13%	-$38.8K	0.03%	187
2017 Q1	$294K	Hold	14,520	–	–	0.04%	176
2016 Q4	$270K	Buy	+14,520	New	+$269K	0.04%	170

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MYCIO Wealth Partners's VUG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2020, closing a stake of 36,984 shares — an estimated $1.12M sold.

MYCIO Wealth Partners first reported a position in VUG in Q4 2016 and held it in 13 quarters. The position peaked at $1.12M in Q4 2019. 1,060 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 36,984 Vanguard Morningstar Growth ETF shares in Q1 2020, an estimated $1.12M.
MYCIO Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and held it in 13 quarters.
MYCIO Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $1.12M in Q4 2019.
1,060 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.