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

Soundmark 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
2024 Q2	–	Sell	-5,274	Closed	-$303K	–	62
2024 Q1	$303K	Buy	5,274 +600	+13%	+$33K	0.13%	55
2023 Q4	$242K	Hold	4,674	–	–	0.12%	57
2023 Q3	$212K	Hold	4,674	–	–	0.12%	57
2023 Q2	$220K	Buy	+4,674	New	+$203K	0.12%	54
2022 Q2	–	Sell	-4,560	Closed	-$219K	–	65
2022 Q1	$219K	Buy	4,560 +72	+2%	+$3.41K	0.15%	55
2021 Q4	$240K	Sell	4,488 -15,210	-77%	-$792K	0.16%	52
2021 Q3	$953K	Buy	19,698 +96	+0.5%	+$4.78K	0.34%	37
2021 Q2	$938K	Buy	19,602 +906	+5%	+$41.1K	0.39%	32
2021 Q1	$801K	Sell	18,696 -174	-0.9%	-$7.44K	0.44%	35
2020 Q4	$797K	Buy	+18,870	New	+$753K	0.51%	32

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Soundmark Wealth Management's VUG Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2024, closing a stake of 5,274 shares — an estimated $303K sold.

Soundmark Wealth Management first reported a position in VUG in Q4 2020 and held it in 10 quarters. The position peaked at $953K in Q3 2021. 2,159 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Soundmark Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 5,274 Vanguard Morningstar Growth ETF shares in Q2 2024, an estimated $303K.
Soundmark Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 10 quarters.
Soundmark Wealth Management's Vanguard Morningstar Growth ETF position peaked at $953K in Q3 2021.
2,159 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.