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Second Half Financial Partners’s Vanguard Growth ETF VUG Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-46,710
Closed -$2.2M – 140
2023
Q2 		$2.2M Buy
+46,710
New +$2.03M 0.5% 63

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Second Half Financial Partners's VUG Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard Growth ETF (VUG) in Q3 2023, closing a stake of 46,710 shares — an estimated $2.2M sold.

Second Half Financial Partners first reported a position in VUG in Q2 2023 and held it in 1 quarter. The position peaked at $2.2M in Q2 2023. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 46,710 Vanguard Growth ETF shares in Q3 2023, an estimated $2.2M.
  • Second Half Financial Partners first reported a position in Vanguard Growth ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard Growth ETF position peaked at $2.2M in Q2 2023.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.