Soundmark Wealth Management’s Vanguard 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Soundmark Wealth Management sold out of Vanguard 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. 2,154 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Soundmark Wealth Management reported no remaining Vanguard Growth ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 5,274 Vanguard Growth ETF shares in Q2 2024, an estimated $303K.
Soundmark Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 10 quarters.
Soundmark Wealth Management's Vanguard Growth ETF position peaked at $953K in Q3 2021.
2,154 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2024.

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