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Peak Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Peak Capital 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
2018
Q4 		– Sell
-2,076
Closed -$52K – 71
2018
Q3 		$52K Sell
2,076
-2,520
-55% -$65.9K 0.04% 40
2018
Q2 		$115K Buy
4,596
+2,520
+121% +$61.8K 0.07% 61
2018
Q1 		$49K Buy
+2,076
New +$50.6K 0.04% 38

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Peak Capital Management's VUG Position: Q4 2018 in Review

Peak Capital Management sold out of Vanguard Growth ETF (VUG) in Q4 2018, closing a stake of 2,076 shares — an estimated $52K sold.

Peak Capital Management first reported a position in VUG in Q1 2018 and held it in 3 quarters. The position peaked at $115K in Q2 2018. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

  • Peak Capital Management reported no remaining Vanguard Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Peak Capital Management sold 2,076 Vanguard Growth ETF shares in Q4 2018, an estimated $52K.
  • Peak Capital Management first reported a position in Vanguard Growth ETF in Q1 2018 and held it in 3 quarters.
  • Peak Capital Management's Vanguard Growth ETF position peaked at $115K in Q2 2018.
  • 833 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.