SSWG
VUG icon

Seven Springs Wealth Group’s Vanguard Growth ETF VUG Stock Holding History

Seven Springs Wealth Group’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
2021
Q2 		– Sell
-1,680
Closed -$72K – 137
2021
Q1 		$72K Buy
+1,680
New +$71.9K 0.03% 75

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seven Springs Wealth Group's VUG Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Vanguard Growth ETF (VUG) in Q2 2021, closing a stake of 1,680 shares — an estimated $72K sold.

Seven Springs Wealth Group first reported a position in VUG in Q1 2021 and held it in 1 quarter. The position peaked at $72K in Q1 2021. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Vanguard Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,680 Vanguard Growth ETF shares in Q2 2021, an estimated $72K.
  • Seven Springs Wealth Group first reported a position in Vanguard Growth ETF in Q1 2021 and held it in 1 quarter.
  • Seven Springs Wealth Group's Vanguard Growth ETF position peaked at $72K in Q1 2021.
  • 1,415 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.