RPg Family Wealth Advisory’s Vanguard Growth ETF VUG Stock Holding History

RPg Family Wealth Advisory’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
2018 Q4	–	Sell	-378	Closed	-$10.1K	–	272
2018 Q3	$10.1K	Buy	+378	New	+$9.89K	0.01%	254
2018 Q1	–	Sell	-1,380	Closed	-$32.3K	–	292
2017 Q4	$32.3K	Hold	1,380	–	–	0.03%	168
2017 Q3	$30.5K	Hold	1,380	–	–	0.03%	185
2017 Q2	$29.2K	Sell	1,380 -4,350	-76%	-$91.1K	0.03%	212
2017 Q1	$116K	Sell	5,730 -2,640	-32%	-$52.1K	0.1%	68
2016 Q4	$156K	Buy	+8,370	New	+$155K	0.13%	67

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RPg Family Wealth Advisory's VUG Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of Vanguard Growth ETF (VUG) in Q4 2018, closing a stake of 378 shares — an estimated $10.1K sold.

RPg Family Wealth Advisory first reported a position in VUG in Q4 2016 and held it in 6 quarters. The position peaked at $156K in Q4 2016. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

RPg Family Wealth Advisory reported no remaining Vanguard Growth ETF position as of Q4 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 378 Vanguard Growth ETF shares in Q4 2018, an estimated $10.1K.
RPg Family Wealth Advisory first reported a position in Vanguard Growth ETF in Q4 2016 and held it in 6 quarters.
RPg Family Wealth Advisory's Vanguard Growth ETF position peaked at $156K in Q4 2016.
833 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.