Sowa Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Sowa Financial 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
2022 Q2	–	Sell	-5,022	Closed	-$241K	–	63
2022 Q1	$241K	Buy	5,022 +6	+0.1%	+$284	0.14%	61
2021 Q4	$269K	Buy	5,016 +6	+0.1%	+$313	0.16%	59
2021 Q3	$243K	Hold	5,010	–	–	0.16%	64
2021 Q2	$239K	Hold	5,010	–	–	0.18%	67
2021 Q1	$215K	Hold	5,010	–	–	0.15%	68
2020 Q4	$212K	Hold	5,010	–	–	0.14%	61
2020 Q3	$190K	Hold	5,010	–	–	0.14%	63
2020 Q2	$169K	Hold	5,010	–	–	0.13%	68
2020 Q1	$131K	Hold	5,010	–	–	0.12%	66
2019 Q4	$152K	Buy	+5,010	New	+$145K	0.12%	66

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

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sowa Financial Group's VUG Position: Q2 2022 in Review

Sowa Financial Group sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 5,022 shares — an estimated $241K sold.

Sowa Financial Group first reported a position in VUG in Q4 2019 and held it in 10 quarters. The position peaked at $269K in Q4 2021. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

Sowa Financial Group reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 5,022 Vanguard Growth ETF shares in Q2 2022, an estimated $241K.
Sowa Financial Group first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's Vanguard Growth ETF position peaked at $269K in Q4 2021.
1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.