Palladium Partners’s Vanguard Growth ETF VUG Stock Holding History

Palladium 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
2022 Q1	$270K	Sell	5,628 -600	-10%	-$28.4K	0.01%	296
2021 Q4	$333K	Buy	6,228 +300	+5%	+$15.6K	0.01%	280
2021 Q3	$287K	Hold	5,928	–	–	0.01%	253
2021 Q2	$283K	Sell	5,928 -216	-4%	-$9.81K	0.01%	245
2021 Q1	$263K	Hold	6,144	–	–	0.01%	252
2020 Q4	$259K	Sell	6,144 -462	-7%	-$18.4K	0.01%	232
2020 Q3	$251K	Sell	6,606 -36	-0.5%	-$1.33K	0.02%	220
2020 Q2	$224K	Buy	+6,642	New	+$204K	0.02%	231
2014 Q2	–	Sell	-750	Closed	-$12K	–	463
2014 Q1	$12K	Buy	+750	New	+$11.6K	﹤0.01%	469
2013 Q4	–	Sell	-750	Closed	-$11K	–	471
2013 Q3	$11K	Hold	750	–	–	﹤0.01%	478
2013 Q2	$10K	Buy	+750	New	+$9.89K	﹤0.01%	500

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Palladium Partners's VUG Position: Q1 2022 in Review

Palladium Partners reduced its Vanguard Growth ETF (VUG) stake by 9.6% in Q1 2022, selling an estimated $28.4K and leaving 5,628 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #296.

Palladium Partners first reported a position in VUG in Q2 2013 and has held it in 11 quarters since. The position peaked at $333K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Palladium Partners held 5,628 shares of Vanguard Growth ETF worth $270K as of Q1 2022.
Palladium Partners sold 600 Vanguard Growth ETF shares in Q1 2022, an estimated $28.4K.
Vanguard Growth ETF made up 0.01% of Palladium Partners's portfolio in Q1 2022, its #296 holding.
Palladium Partners first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 11 quarters since.
Palladium Partners's Vanguard Growth ETF position peaked at $333K in Q4 2021.
1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.