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Relaxing Retirement Coach’s Vanguard Growth ETF VUG Stock Holding History

Relaxing Retirement Coach’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
2019
Q1 		– Sell
-10,554
Closed -$237K – 52
2018
Q4 		$237K Sell
10,554
-1,266
-11% -$30.7K 0.08% 49
2018
Q3 		$317K Hold
11,820
– – 0.1% 47
2018
Q2 		$295K Sell
11,820
-9,036
-43% -$222K 0.09% 45
2018
Q1 		$493K Sell
20,856
-2,100
-9% -$51.2K 0.16% 41
2017
Q4 		$538K Buy
+22,956
New +$527K 0.17% 44

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Relaxing Retirement Coach's VUG Position: Q1 2019 in Review

Relaxing Retirement Coach sold out of Vanguard Growth ETF (VUG) in Q1 2019, closing a stake of 10,554 shares — an estimated $237K sold.

Relaxing Retirement Coach first reported a position in VUG in Q4 2017 and held it in 5 quarters. The position peaked at $538K in Q4 2017. 876 funds tracked by Wall St. Rank hold VUG as of Q1 2019.

  • Relaxing Retirement Coach reported no remaining Vanguard Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Relaxing Retirement Coach sold 10,554 Vanguard Growth ETF shares in Q1 2019, an estimated $237K.
  • Relaxing Retirement Coach first reported a position in Vanguard Growth ETF in Q4 2017 and held it in 5 quarters.
  • Relaxing Retirement Coach's Vanguard Growth ETF position peaked at $538K in Q4 2017.
  • 876 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2019.

Based on Relaxing Retirement Coach's 13F filing for Q1 2019, filed 22 Apr 2019.