SHJ
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Sharkey, Howes & Javer’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-1,020
Closed -$18K – 262
2015
Q1 		$18K Buy
+1,020
New +$18.1K 0.01% 159

Other funds holding VUG

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sharkey, Howes & Javer's VUG Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2015, closing a stake of 1,020 shares — an estimated $18K sold.

Sharkey, Howes & Javer first reported a position in VUG in Q1 2015 and held it in 1 quarter. The position peaked at $18K in Q1 2015. 376 funds tracked by Wall St. Rank hold VUG as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,020 Vanguard Morningstar Growth ETF shares in Q2 2015, an estimated $18K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Vanguard Morningstar Growth ETF position peaked at $18K in Q1 2015.
  • 376 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.