Schoolcraft Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Schoolcraft Capital’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
2024 Q1	–	Sell	-5,112	Closed	-$265K	–	67
2023 Q4	$265K	Buy	+5,112	New	+$247K	0.07%	60
2022 Q2	–	Sell	-5,712	Closed	-$274K	–	57
2022 Q1	$274K	Hold	5,712	–	–	0.08%	49
2021 Q4	$305K	Sell	5,712 -204	-3%	-$10.6K	0.09%	45
2021 Q3	$286K	Sell	5,916 -3,930	-40%	-$196K	0.1%	46
2021 Q2	$471K	Sell	9,846 -1,080	-10%	-$49K	0.17%	34
2021 Q1	$468K	Buy	10,926 +5,328	+95%	+$228K	0.19%	32
2020 Q4	$236K	Buy	+5,598	New	+$223K	0.1%	46
2020 Q2	–	Sell	-8,880	Closed	-$232K	–	58
2020 Q1	$232K	Buy	+8,880	New	+$266K	0.14%	50

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 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

Schoolcraft Capital's VUG Position: Q1 2024 in Review

Schoolcraft Capital sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 5,112 shares — an estimated $265K sold.

Schoolcraft Capital first reported a position in VUG in Q1 2020 and held it in 8 quarters. The position peaked at $471K in Q2 2021. 2,093 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Schoolcraft Capital reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
Schoolcraft Capital sold 5,112 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $265K.
Schoolcraft Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and held it in 8 quarters.
Schoolcraft Capital's Vanguard Morningstar Growth ETF position peaked at $471K in Q2 2021.
2,093 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Schoolcraft Capital's 13F filing for Q1 2024, filed 15 Apr 2024.