O'Dell Group’s Vanguard Growth ETF VUG Stock Holding History

O'Dell 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
2025 Q1	–	Sell	-13,470	Closed	-$922K	–	103
2024 Q4	$922K	Buy	13,470 +1,494	+12%	+$100K	0.21%	35
2024 Q3	$766K	Buy	11,976 +4,572	+62%	+$283K	0.17%	41
2024 Q2	$425K	Hold	7,404	–	–	0.1%	55
2024 Q1	$425K	Sell	7,404 -210	-3%	-$11.5K	0.1%	55
2023 Q4	$395K	Buy	7,614 +168	+2%	+$8.11K	0.1%	49
2023 Q3	$338K	Buy	7,446 +204	+3%	+$9.63K	0.1%	53
2023 Q2	$342K	Hold	7,242	–	–	0.1%	58
2023 Q1	$301K	Hold	7,242	–	–	0.1%	57
2022 Q4	$257K	Buy	7,242 +4,062	+128%	+$149K	0.09%	56
2022 Q3	$113K	Buy	3,180 +78	+3%	+$3.13K	0.04%	86
2022 Q2	$115K	Sell	3,102 -372	-11%	-$15.3K	0.04%	88
2022 Q1	$167K	Hold	3,474	–	–	0.05%	80
2021 Q4	$186K	Buy	3,474 +372	+12%	+$19.4K	0.05%	75
2021 Q3	$150K	Buy	+3,102	New	+$154K	0.05%	88

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return