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TritonPoint Wealth’s Vanguard Growth ETF VUG Stock Holding History

TritonPoint Wealth’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
2026
Q1 		$40.8M Buy
560,304
+15,612
+3% +$1.21M 4.37% 2
2025
Q4 		$44.3M Sell
544,692
-9,330
-2% -$757K 4.49% 2
2025
Q3 		$44.3M Buy
554,022
+12,894
+2% +$985K 3.8% 2
2025
Q2 		$39.6M Sell
541,128
-11,142
-2% -$734K 3.66% 3
2025
Q1 		$34.1M Buy
552,270
+82,206
+17% +$5.54M 3.25% 3
2024
Q4 		$32.2M Buy
470,064
+9,456
+2% +$635K 2.91% 4
2024
Q3 		$29.3M Buy
460,608
+59,232
+15% +$3.67M 2.68% 4
2024
Q2 		$25.1M Buy
401,376
+1,638
+0.4% +$95.5K 2.41% 6
2024
Q1 		$19.6M Buy
399,738
+8,292
+2% +$456K 2.05% 8
2023
Q4 		$20.3M Buy
+391,446
New +$18.9M 1.98% 8

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return