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Riverpoint Wealth Management Holdings’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Riverpoint Wealth Management Holdings’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
2021
Q4 		– Sell
-4,200
Closed -$203K – 60
2021
Q3 		$203K Sell
4,200
-157,962
-97% -$7.86M 0.07% 61
2021
Q2 		$7.75M Buy
162,162
+17,916
+12% +$814K 2.14% 13
2021
Q1 		$6.18M Sell
144,246
-13,110
-8% -$561K 1.87% 14
2020
Q4 		$6.64M Buy
157,356
+792
+0.5% +$31.6K 2.1% 14
2020
Q3 		$5.94M Sell
156,564
-2,676
-2% -$98.8K 2.16% 13
2020
Q2 		$5.36M Buy
159,240
+4,770
+3% +$147K 2.09% 14
2020
Q1 		$4.03M Sell
154,470
-2,754
-2% -$82.5K 1.97% 14
2019
Q4 		$4.77M Sell
157,224
-342
-0.2% -$9.88K 1.89% 14
2019
Q3 		$4.37M Buy
157,566
+31,482
+25% +$873K 1.93% 14
2019
Q2 		$3.43M Buy
126,084
+12,090
+11% +$323K 1.56% 15
2019
Q1 		$2.97M Buy
113,994
+7,044
+7% +$174K 1.43% 15
2018
Q4 		$2.4M Sell
106,950
-19,542
-15% -$473K 1.33% 15
2018
Q3 		$3.4M Buy
126,492
+10,728
+9% +$281K 1.73% 11
2018
Q2 		$2.89M Buy
115,764
+25,056
+28% +$614K 1.61% 11
2018
Q1 		$2.14M Buy
90,708
+546
+0.6% +$13.3K 1.29% 12
2017
Q4 		$2.11M Sell
90,162
-5,904
-6% -$136K 1.32% 12
2017
Q3 		$2.15M Buy
+96,066
New +$2.09M 1.41% 12

Other funds holding VUG

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VUG Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2021, closing a stake of 4,200 shares — an estimated $203K sold.

Riverpoint Wealth Management Holdings first reported a position in VUG in Q3 2017 and held it in 17 quarters. The position peaked at $7.75M in Q2 2021. 1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Riverpoint Wealth Management Holdings reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 4,200 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $203K.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and held it in 17 quarters.
  • Riverpoint Wealth Management Holdings's Vanguard Morningstar Growth ETF position peaked at $7.75M in Q2 2021.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.