SBA
VUG icon

Secrest Blakey & Associates’s Vanguard Growth ETF VUG Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-2,568
Closed -$71K – 137
2019
Q3 		$71K Hold
2,568
– – 0.06% 107
2019
Q2 		$70K Buy
+2,568
New +$68.6K 0.06% 102

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Secrest Blakey & Associates's VUG Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of Vanguard Growth ETF (VUG) in Q4 2019, closing a stake of 2,568 shares — an estimated $71K sold.

Secrest Blakey & Associates first reported a position in VUG in Q2 2019 and held it in 2 quarters. The position peaked at $71K in Q3 2019. 1,108 funds tracked by Wall St. Rank hold VUG as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining Vanguard Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 2,568 Vanguard Growth ETF shares in Q4 2019, an estimated $71K.
  • Secrest Blakey & Associates first reported a position in Vanguard Growth ETF in Q2 2019 and held it in 2 quarters.
  • Secrest Blakey & Associates's Vanguard Growth ETF position peaked at $71K in Q3 2019.
  • 1,108 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.