Upper Left Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Upper Left 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
2024 Q1	–	Sell	-9,558	Closed	-$495K	–	65
2023 Q4	$495K	Sell	9,558 -240	-2%	-$11.6K	0.49%	44
2023 Q3	$445K	Sell	9,798 -14,250	-59%	-$673K	0.46%	39
2023 Q2	$1.13M	Sell	24,048 -2,304	-9%	-$99.9K	1.26%	25
2023 Q1	$1.1M	Sell	26,352 -2,304	-8%	-$89.6K	1.24%	26
2022 Q4	$1.02M	Buy	+28,656	New	+$1.05M	1.2%	28

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Upper Left Wealth Management's VUG Position: Q1 2024 in Review

Upper Left Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 9,558 shares — an estimated $495K sold.

Upper Left Wealth Management first reported a position in VUG in Q4 2022 and held it in 5 quarters. The position peaked at $1.13M in Q2 2023. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Upper Left Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
Upper Left Wealth Management sold 9,558 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $495K.
Upper Left Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 5 quarters.
Upper Left Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.13M in Q2 2023.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.