TWA
VUG icon

Tandem Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Tandem Wealth 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
2023
Q1 		– Sell
-906
Closed -$32.2K – 83
2022
Q4 		$32.2K Buy
+906
New +$33.3K 0.02% 66

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tandem Wealth Advisors's VUG Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2023, closing a stake of 906 shares — an estimated $32.2K sold.

Tandem Wealth Advisors first reported a position in VUG in Q4 2022 and held it in 1 quarter. The position peaked at $32.2K in Q4 2022. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 906 Vanguard Growth ETF shares in Q1 2023, an estimated $32.2K.
  • Tandem Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Vanguard Growth ETF position peaked at $32.2K in Q4 2022.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.