RGT Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RGT 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
2022 Q3	$334K	Sell	9,360 -4,452	-32%	-$179K	0.05%	54
2022 Q2	$513K	Buy	13,812 +8,490	+160%	+$349K	0.09%	51
2022 Q1	$255K	Hold	5,322	–	–	0.04%	68
2021 Q4	$285K	Buy	+5,322	New	+$277K	0.04%	75
2021 Q3	–	Sell	-5,154	Closed	-$246K	–	58
2021 Q2	$246K	Sell	5,154 -2,250	-30%	-$102K	0.04%	47
2021 Q1	$317K	Buy	7,404 +2,574	+53%	+$110K	0.06%	36
2020 Q4	$204K	Buy	+4,830	New	+$193K	0.04%	66
2018 Q2	–	Sell	-13,482	Closed	-$319K	–	89
2018 Q1	$319K	Buy	13,482 +24	+0.2%	+$585	0.15%	64
2017 Q4	$315K	Buy	13,458 +36	+0.3%	+$826	0.17%	60
2017 Q3	$297K	Buy	13,422 +3,630	+37%	+$78.9K	0.2%	58
2017 Q2	$207K	Buy	+9,792	New	+$205K	0.14%	83
2017 Q1	–	Sell	-18,144	Closed	-$337K	–	136
2016 Q4	$337K	Buy	+18,144	New	+$336K	0.19%	69

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

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RGT Wealth Advisors's VUG Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q3 2022, selling an estimated $179K and leaving 9,360 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #54.

RGT Wealth Advisors first reported a position in VUG in Q4 2016 and has held it in 12 quarters since. The position peaked at $513K in Q2 2022. 1,554 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

RGT Wealth Advisors held 9,360 shares of Vanguard Morningstar Growth ETF worth $334K as of Q3 2022.
RGT Wealth Advisors sold 4,452 Vanguard Morningstar Growth ETF shares in Q3 2022, an estimated $179K.
Vanguard Morningstar Growth ETF made up 0.05% of RGT Wealth Advisors's portfolio in Q3 2022, its #54 holding.
RGT Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 12 quarters since.
RGT Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $513K in Q2 2022.
1,554 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.