Professional Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Professional Financial Advisors’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 Q4	–	Sell	-1,176	Closed	-$42K	–	459
2022 Q3	$42K	Hold	1,176	–	–	0.03%	156
2022 Q2	$44K	Buy	1,176 +324	+38%	+$13.3K	0.02%	157
2022 Q1	$41K	Hold	852	–	–	0.02%	156
2021 Q4	$46K	Sell	852 -30	-3%	-$1.56K	0.02%	174
2021 Q3	$43K	Buy	882 +6	+0.7%	+$299	0.02%	149
2021 Q2	$42K	Hold	876	–	–	0.02%	156
2021 Q1	$38K	Sell	876 -198	-18%	-$8.47K	0.02%	147
2020 Q4	$45K	Hold	1,074	–	–	0.04%	131
2020 Q3	$39K	Buy	+1,074	New	+$39.7K	0.04%	128
2020 Q1	–	Sell	-37,446	Closed	-$1.14M	–	81
2019 Q4	$1.14M	Buy	+37,446	New	+$1.08M	1.08%	28

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Professional Financial Advisors's VUG Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 1,176 shares — an estimated $42K sold.

Professional Financial Advisors first reported a position in VUG in Q4 2019 and held it in 10 quarters. The position peaked at $1.14M in Q4 2019. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,176 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $42K.
Professional Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 10 quarters.
Professional Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $1.14M in Q4 2019.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.