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

Sequoia Wealth Management’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	-34,770	Closed	-$963K	–	52
2019 Q3	$963K	Sell	34,770 -1,722	-5%	-$47.8K	1.97%	13
2019 Q2	$1.02M	Buy	36,492 +2,376	+7%	+$63.5K	0.97%	20
2019 Q1	$889K	Sell	34,116 -510	-1%	-$12.6K	0.72%	28
2018 Q4	$775K	Buy	34,626 +7,554	+28%	+$183K	0.77%	25
2018 Q3	$728K	Hold	27,072	–	–	0.63%	35
2018 Q2	$677K	Buy	27,072 +1,572	+6%	+$38.5K	0.72%	32
2018 Q1	$604K	Buy	25,500 +954	+4%	+$23.3K	0.58%	32
2017 Q4	$595K	Buy	+24,546	New	+$563K	0.54%	33

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequoia Wealth Management's VUG Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2019, closing a stake of 34,770 shares — an estimated $963K sold.

Sequoia Wealth Management first reported a position in VUG in Q4 2017 and held it in 8 quarters. The position peaked at $1.02M in Q2 2019. 1,108 funds tracked by Wall St. Rank hold VUG as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 34,770 Vanguard Morningstar Growth ETF shares in Q4 2019, an estimated $963K.
Sequoia Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.02M in Q2 2019.
1,108 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.