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

Signature Wealth Management 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
2018 Q4	–	Sell	-5,112	Closed	-$121K	–	293
2018 Q3	$121K	Hold	5,112	–	–	0.09%	76
2018 Q2	$128K	Hold	5,112	–	–	0.09%	75
2018 Q1	$121K	Buy	5,112 +396	+8%	+$9.65K	0.09%	75
2017 Q4	$111K	Buy	+4,716	New	+$108K	0.08%	75

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Signature Wealth Management Group's VUG Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2018, closing a stake of 5,112 shares — an estimated $121K sold.

Signature Wealth Management Group first reported a position in VUG in Q4 2017 and held it in 4 quarters. The position peaked at $128K in Q2 2018. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

Signature Wealth Management Group reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 5,112 Vanguard Morningstar Growth ETF shares in Q4 2018, an estimated $121K.
Signature Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $128K in Q2 2018.
833 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.