Parisi Gray Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-714	Closed	-$34K	–	549
2021 Q2	$34K	Buy	+714	New	+$32.4K	0.01%	329
2019 Q2	–	Sell	-1,200	Closed	-$31K	–	452
2019 Q1	$31K	Hold	1,200	–	–	0.02%	269
2018 Q4	$27K	Hold	1,200	–	–	0.02%	279
2018 Q3	$32K	Hold	1,200	–	–	0.02%	287
2018 Q2	$31K	Hold	1,200	–	–	0.02%	298
2018 Q1	$28K	Buy	1,200 +486	+68%	+$11.8K	0.02%	302
2017 Q4	$17K	Buy	+714	New	+$16.4K	0.01%	377

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Parisi Gray Wealth Management's VUG Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Vanguard Growth ETF (VUG) in Q3 2021, closing a stake of 714 shares — an estimated $34K sold.

Parisi Gray Wealth Management first reported a position in VUG in Q4 2017 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Vanguard Growth ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 714 Vanguard Growth ETF shares in Q3 2021, an estimated $34K.
Parisi Gray Wealth Management first reported a position in Vanguard Growth ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Vanguard Growth ETF position peaked at $34K in Q2 2021.
1,428 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.