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Traverso Chambers Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$14.4M Buy
278,454
+4,782
+2% +$231K 3.5% 9
2023
Q3 		$12.4M Buy
273,672
+5,598
+2% +$264K 3.32% 8
2023
Q2 		$12.6M Sell
268,074
-17,580
-6% -$762K 3.32% 9
2023
Q1 		$11.9M Buy
285,654
+2,052
+0.7% +$79.8K 3.26% 9
2022
Q4 		$10.1M Buy
283,602
+1,590
+0.6% +$58.5K 2.9% 12
2022
Q3 		$10.1M Buy
282,012
+2,520
+0.9% +$101K 3.08% 11
2022
Q2 		$10.4M Buy
279,492
+13,086
+5% +$538K 3.47% 7
2022
Q1 		$12.8M Buy
266,406
+5,622
+2% +$266K 3.81% 6
2021
Q4 		$13.9M Buy
260,784
+5,100
+2% +$266K 4.14% 7
2021
Q3 		$12.4M Buy
255,684
+150
+0.1% +$7.46K 3.85% 7
2021
Q2 		$12.2M Buy
255,534
+5,184
+2% +$235K 3.85% 9
2021
Q1 		$10.7M Sell
250,350
-54
-0% -$2.31K 3.62% 9
2020
Q4 		$10.6M Sell
250,404
-8,286
-3% -$331K 3.8% 7
2020
Q3 		$9.81M Sell
258,690
-19,812
-7% -$731K 3.79% 7
2020
Q2 		$9.38M Buy
278,502
+7,290
+3% +$224K 3.93% 7
2020
Q1 		$7.08M Buy
271,212
+33,816
+14% +$1.01M 3.34% 8
2019
Q4 		$7.21M Sell
237,396
-2,346
-1% -$67.7K 3.06% 10
2019
Q3 		$6.64M Buy
239,742
+3,882
+2% +$108K 3.18% 11
2019
Q2 		$6.52M Buy
235,860
+5,532
+2% +$148K 3.18% 11
2019
Q1 		$6M Buy
230,328
+13,386
+6% +$330K 2.94% 11
2018
Q4 		$4.86M Buy
+216,942
New +$5.26M 2.62% 11

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Traverso Chambers Private Wealth Management's VUG Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Vanguard Growth ETF (VUG) stake by 1.7% in Q4 2023, buying an estimated $231K and bringing the position to 278,454 shares worth $14.4M. The position accounts for 3.5% of the portfolio, ranked #9.

Traverso Chambers Private Wealth Management first reported a position in VUG in Q4 2018 and has held it in 21 quarters since. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 278,454 shares of Vanguard Growth ETF worth $14.4M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 4,782 Vanguard Growth ETF shares in Q4 2023, an estimated $231K.
  • Vanguard Growth ETF made up 3.5% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #9 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • 2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.