Parisi Gray Wealth Management’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Vanguard Morningstar 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. 1,430 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 714 Vanguard Morningstar Growth ETF shares in Q3 2021, an estimated $34K.
Parisi Gray Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Vanguard Morningstar Growth ETF position peaked at $34K in Q2 2021.
1,430 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2021.

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