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Sunpointe’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sunpointe’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
Q3 		– Sell
-5,496
Closed -$343K – 191
2024
Q2 		$343K Buy
+5,496
New +$321K 0.22% 95

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunpointe's VUG Position: Q3 2024 in Review

Sunpointe sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 5,496 shares — an estimated $343K sold.

Sunpointe first reported a position in VUG in Q2 2024 and held it in 1 quarter. The position peaked at $343K in Q2 2024. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Sunpointe reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Sunpointe sold 5,496 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $343K.
  • Sunpointe first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and held it in 1 quarter.
  • Sunpointe's Vanguard Morningstar Growth ETF position peaked at $343K in Q2 2024.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Sunpointe's 13F filing for Q3 2024, filed 16 Oct 2024.