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Physicians Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Physicians Financial Services’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
Q4 		– Sell
-5,430
Closed -$263K – 118
2021
Q3 		$263K Buy
5,430
+1,056
+24% +$52.5K 0.11% 107
2021
Q2 		$209K Buy
+4,374
New +$199K 0.09% 109

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Physicians Financial Services's VUG Position: Q4 2021 in Review

Physicians Financial Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2021, closing a stake of 5,430 shares — an estimated $263K sold.

Physicians Financial Services first reported a position in VUG in Q2 2021 and held it in 2 quarters. The position peaked at $263K in Q3 2021. 1,675 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Physicians Financial Services reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Physicians Financial Services sold 5,430 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $263K.
  • Physicians Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and held it in 2 quarters.
  • Physicians Financial Services's Vanguard Morningstar Growth ETF position peaked at $263K in Q3 2021.
  • 1,675 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on Physicians Financial Services's 13F filing for Q4 2021, filed 2 Feb 2022.