PSI Advisors’s Vanguard Growth ETF VUG Stock Holding History

PSI 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
2025 Q1	–	Sell	-96	Closed	-$6.29K	–	947
2024 Q4	$6.29K	Hold	96	–	–	﹤0.01%	593
2024 Q3	$5.87K	Hold	96	–	–	﹤0.01%	636
2024 Q2	$5.71K	Buy	96 +6	+7%	+$350	﹤0.01%	618
2024 Q1	$5.25K	Sell	90 -6	-6%	-$330	﹤0.01%	587
2023 Q4	$4.74K	Buy	96 +6	+7%	+$290	﹤0.01%	640
2023 Q3	$4.14K	Hold	90	–	–	﹤0.01%	617
2023 Q2	$4.3K	Hold	90	–	–	﹤0.01%	602
2023 Q1	$3.78K	Hold	90	–	–	﹤0.01%	563
2022 Q4	$3.23K	Hold	90	–	–	﹤0.01%	564
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	599
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	641
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	578
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	598
2021 Q3	$4K	Buy	+90	New	+$4.48K	﹤0.01%	614
2020 Q1	–	Sell	-6,048	Closed	-$183K	–	595
2019 Q4	$183K	Buy	+6,048	New	+$175K	0.12%	134

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PSI Advisors's VUG Position: Q1 2025 in Review

PSI Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 96 shares — an estimated $6.29K sold.

PSI Advisors first reported a position in VUG in Q4 2019 and held it in 15 quarters. The position peaked at $183K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

PSI Advisors reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 96 Vanguard Growth ETF shares in Q1 2025, an estimated $6.29K.
PSI Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's Vanguard Growth ETF position peaked at $183K in Q4 2019.
2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.