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

USAdvisors 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
2022
Q2 		– Sell
-4,272
Closed -$205K – 125
2022
Q1 		$205K Hold
4,272
– – 0.09% 118
2021
Q4 		$229K Buy
+4,272
New +$223K 0.09% 111
2019
Q3 		– Sell
-12,912
Closed -$351 – 70
2019
Q2 		$351 Buy
+12,912
New +$345K 0.15% 39

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USAdvisors Wealth Management's VUG Position: Q2 2022 in Review

USAdvisors Wealth Management sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 4,272 shares — an estimated $205K sold.

USAdvisors Wealth Management first reported a position in VUG in Q2 2019 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • USAdvisors Wealth Management reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,272 Vanguard Growth ETF shares in Q2 2022, an estimated $205K.
  • USAdvisors Wealth Management first reported a position in Vanguard Growth ETF in Q2 2019 and held it in 3 quarters.
  • USAdvisors Wealth Management's Vanguard Growth ETF position peaked at $229K in Q4 2021.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on USAdvisors Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.