PFA
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Professional Financial Advisors’s Vanguard 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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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