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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.42M Sell
16,435
-6,563
-29% -$552K 0.16% 122
2026
Q1
$1.67M Sell
22,998
-6,468
-22% -$503K 0.18% 99
2025
Q4
$2.41M Buy
29,466
+1,386
+5% +$112K 0.24% 75
2025
Q3
$2.28M Buy
28,080
+864
+3% +$66K 0.24% 80
2025
Q2
$1.99M Sell
27,216
-678
-2% -$44.6K 0.22% 91
2025
Q1
$1.72M Sell
27,894
-2,640
-9% -$178K 0.2% 93
2024
Q4
$2.09M Buy
30,534
+3,480
+13% +$234K 0.22% 81
2024
Q3
$1.73M Sell
27,054
-978
-3% -$60.6K 0.19% 104
2024
Q2
$1.75M Sell
28,032
-5,340
-16% -$311K 0.2% 101
2024
Q1
$1.91M Sell
33,372
-18,966
-36% -$1.04M 0.23% 79
2023
Q4
$2.63M Buy
52,338
+12,516
+31% +$604K 0.32% 50
2023
Q3
$1.81M Buy
39,822
+1,002
+3% +$47.3K 0.23% 83
2023
Q2
$1.83M Buy
38,820
+1,482
+4% +$64.3K 0.23% 87
2023
Q1
$1.55M Buy
37,338
+9,714
+35% +$378K 0.21% 95
2022
Q4
$981K Sell
27,624
-8,394
-23% -$309K 0.14% 168
2022
Q3
$1.28M Sell
36,018
-29,592
-45% -$1.19M 0.19% 110
2022
Q2
$2.44M Buy
65,610
+21,930
+50% +$901K 0.31% 53
2022
Q1
$2.09M Sell
43,680
-36
-0.1% -$1.7K 0.24% 76
2021
Q4
$2.34M Buy
43,716
+4,956
+13% +$258K 0.26% 71
2021
Q3
$1.88M Buy
38,760
+14,406
+59% +$717K 0.23% 86
2021
Q2
$1.16M Buy
24,354
+7,494
+44% +$340K 0.14% 154
2021
Q1
$722K Buy
16,860
+4,680
+38% +$200K 0.1% 227
2020
Q4
$514K Sell
12,180
-2,586
-18% -$103K 0.07% 287
2020
Q3
$560K Sell
14,766
-29,928
-67% -$1.1M 0.09% 231
2020
Q2
$1.5M Buy
44,694
+13,482
+43% +$415K 0.26% 85
2020
Q1
$815K Sell
31,212
-30,132
-49% -$902K 0.18% 129
2019
Q4
$1.86M Buy
61,344
+4,932
+9% +$142K 0.31% 74
2019
Q3
$1.56M Buy
56,412
+14,766
+35% +$410K 0.29% 77
2019
Q2
$1.13M Buy
41,646
+29,376
+239% +$785K 0.23% 104
2019
Q1
$320K Sell
12,270
-4,338
-26% -$107K 0.05% 345
2018
Q4
$372K Sell
16,608
-8,346
-33% -$202K 0.08% 271
2018
Q3
$670K Sell
24,954
-288
-1% -$7.54K 0.11% 191
2018
Q2
$630K Sell
25,242
-6
-0% -$147 0.11% 192
2018
Q1
$597K Sell
25,248
-1,890
-7% -$46.1K 0.11% 199
2017
Q4
$636K Buy
+27,138
New +$623K 0.12% 186

Other funds holding VUG

SeaCrest Wealth Management's VUG Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 29% in Q2 2026, selling an estimated $552K and leaving 16,435 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #122.

SeaCrest Wealth Management first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.63M in Q4 2023. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SeaCrest Wealth Management held 16,435 shares of Vanguard Morningstar Growth ETF worth $1.42M as of Q2 2026.
  • SeaCrest Wealth Management sold 6,563 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $552K.
  • Vanguard Morningstar Growth ETF made up 0.16% of SeaCrest Wealth Management's portfolio in Q2 2026, its #122 holding.
  • SeaCrest Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.63M in Q4 2023.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.