Stewardship Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Stewardship Financial Advisors’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
2021 Q1	$150K	Buy	3,498 +768	+28%	+$32.9K	0.05%	65
2020 Q4	$115K	Sell	2,730 -216	-7%	-$8.62K	0.04%	65
2020 Q3	$112K	Hold	2,946	–	–	0.05%	60
2020 Q2	$99K	Hold	2,946	–	–	0.04%	55
2020 Q1	$77K	Hold	2,946	–	–	0.04%	45
2019 Q4	$89K	Hold	2,946	–	–	0.03%	58
2019 Q3	$82K	Buy	+2,946	New	+$81.7K	0.03%	53
2019 Q2	–	Sell	-3,066	Closed	-$80K	–	75
2019 Q1	$80K	Buy	+3,066	New	+$75.7K	0.04%	52
2018 Q4	–	Sell	-3,000	Closed	-$81K	–	79
2018 Q3	$81K	Buy	+3,000	New	+$78.5K	0.04%	55

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stewardship Financial Advisors's VUG Position: Q1 2021 in Review

Stewardship Financial Advisors increased its Vanguard Growth ETF (VUG) stake by 28% in Q1 2021, buying an estimated $32.9K and bringing the position to 3,498 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #65.

Stewardship Financial Advisors first reported a position in VUG in Q3 2018 and has held it in 9 quarters since. 1,358 funds tracked by Wall St. Rank hold VUG as of Q1 2021.

Stewardship Financial Advisors held 3,498 shares of Vanguard Growth ETF worth $150K as of Q1 2021.
Stewardship Financial Advisors bought 768 Vanguard Growth ETF shares in Q1 2021, an estimated $32.9K.
Vanguard Growth ETF made up 0.05% of Stewardship Financial Advisors's portfolio in Q1 2021, its #65 holding.
Stewardship Financial Advisors first reported a position in Vanguard Growth ETF in Q3 2018 and has held it in 9 quarters since.
1,358 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.