PWP
VUG icon

Personal Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Personal Wealth Partners’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
2022
Q2 		– Sell
-6,342
Closed -$304K – 70
2022
Q1 		$304K Buy
+6,342
New +$300K 0.13% 61
2021
Q3 		– Sell
-1,998
Closed -$96K – 387
2021
Q2 		$96K Buy
+1,998
New +$90.7K 0.04% 116
2020
Q1 		– Sell
-834
Closed -$25K – 605
2019
Q4 		$25K Sell
834
-6,342
-88% -$183K 0.01% 185
2019
Q3 		$199K Hold
7,176
– – 0.09% 68
2019
Q2 		$195K Buy
+7,176
New +$192K 0.09% 59

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's VUG Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 6,342 shares — an estimated $304K sold.

Personal Wealth Partners first reported a position in VUG in Q2 2019 and held it in 5 quarters. The position peaked at $304K in Q1 2022. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Personal Wealth Partners reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 6,342 Vanguard Growth ETF shares in Q2 2022, an estimated $304K.
  • Personal Wealth Partners first reported a position in Vanguard Growth ETF in Q2 2019 and held it in 5 quarters.
  • Personal Wealth Partners's Vanguard Growth ETF position peaked at $304K in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.