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Upper Left Wealth Management’s Vanguard 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
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
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

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

Upper Left Wealth Management sold out of Vanguard 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. 2,092 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Upper Left Wealth Management reported no remaining Vanguard Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Upper Left Wealth Management sold 9,558 Vanguard Growth ETF shares in Q1 2024, an estimated $495K.
  • Upper Left Wealth Management first reported a position in Vanguard Growth ETF in Q4 2022 and held it in 5 quarters.
  • Upper Left Wealth Management's Vanguard Growth ETF position peaked at $1.13M in Q2 2023.
  • 2,092 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2024.

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