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Torch Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Torch 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
2014
Q3 		– Sell
-7,920
Closed -$131K – 228
2014
Q2 		$131K Hold
7,920
– – 0.09% 114
2014
Q1 		$123K Hold
7,920
– – 0.09% 106
2013
Q4 		$123K Buy
+7,920
New +$117K 0.09% 104

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Torch Wealth Management's VUG Position: Q3 2014 in Review

Torch Wealth Management sold out of Vanguard Growth ETF (VUG) in Q3 2014, closing a stake of 7,920 shares — an estimated $131K sold.

Torch Wealth Management first reported a position in VUG in Q4 2013 and held it in 3 quarters. The position peaked at $131K in Q2 2014. 314 funds tracked by Wall St. Rank hold VUG as of Q3 2014.

  • Torch Wealth Management reported no remaining Vanguard Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 7,920 Vanguard Growth ETF shares in Q3 2014, an estimated $131K.
  • Torch Wealth Management first reported a position in Vanguard Growth ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Vanguard Growth ETF position peaked at $131K in Q2 2014.
  • 314 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.