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Palmer Knight Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Palmer Knight Company’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
2023
Q1 		– Sell
-6,024
Closed -$214K – 33
2022
Q4 		$214K Hold
6,024
– – 0.19% 27
2022
Q3 		$215K Buy
+6,024
New +$242K 0.2% 28

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Palmer Knight Company's VUG Position: Q1 2023 in Review

Palmer Knight Company sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2023, closing a stake of 6,024 shares — an estimated $214K sold.

Palmer Knight Company first reported a position in VUG in Q3 2022 and held it in 2 quarters. The position peaked at $215K in Q3 2022. 1,720 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Palmer Knight Company reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Palmer Knight Company sold 6,024 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $214K.
  • Palmer Knight Company first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and held it in 2 quarters.
  • Palmer Knight Company's Vanguard Morningstar Growth ETF position peaked at $215K in Q3 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on Palmer Knight Company's 13F filing for Q1 2023, filed 2 May 2023.