Rainsberger Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Rainsberger Wealth 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
2023 Q4	$448K	Buy	8,652 +12	+0.1%	+$579	0.24%	58
2023 Q3	$392K	Buy	8,640 +12	+0.1%	+$567	0.24%	58
2023 Q2	$407K	Buy	8,628 +12	+0.1%	+$520	0.25%	57
2023 Q1	$358K	Buy	8,616 +18	+0.2%	+$700	0.21%	64
2022 Q4	$305K	Buy	8,598 +18	+0.2%	+$662	0.19%	68
2022 Q3	$306K	Buy	8,580 +18	+0.2%	+$724	0.21%	66
2022 Q2	$318K	Sell	8,562 -1,950	-19%	-$80.1K	0.23%	58
2022 Q1	$504K	Buy	10,512 +1,968	+23%	+$93.1K	0.32%	56
2021 Q4	$457K	Buy	+8,544	New	+$445K	0.27%	56

Other funds holding VUG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Rainsberger Wealth Advisors's VUG Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 0.14% in Q4 2023, buying an estimated $579 and bringing the position to 8,652 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #58.

Rainsberger Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 9 quarters since. The position peaked at $504K in Q1 2022. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

Rainsberger Wealth Advisors held 8,652 shares of Vanguard Growth ETF worth $448K as of Q4 2023.
Rainsberger Wealth Advisors bought 12 Vanguard Growth ETF shares in Q4 2023, an estimated $579.
Vanguard Growth ETF made up 0.24% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #58 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Vanguard Growth ETF position peaked at $504K in Q1 2022.
2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.