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Personal Financial Consultants’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Personal Financial Consultants’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
-49,914
Closed -$1.34M – 47
2018
Q3 		$1.34M Buy
+49,914
New +$1.31M 0.98% 16

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $202B AUM 37.79% 1-Year Est. Return

Personal Financial Consultants's VUG Position: Q4 2018 in Review

Personal Financial Consultants sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2018, closing a stake of 49,914 shares — an estimated $1.34M sold.

Personal Financial Consultants first reported a position in VUG in Q3 2018 and held it in 1 quarter. The position peaked at $1.34M in Q3 2018. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

  • Personal Financial Consultants reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 49,914 Vanguard Morningstar Growth ETF shares in Q4 2018, an estimated $1.34M.
  • Personal Financial Consultants first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's Vanguard Morningstar Growth ETF position peaked at $1.34M in Q3 2018.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.