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USAdvisors Wealth Management’s Vanguard Morningstar 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 -$351K – 70
2019
Q2 		$351K Buy
+12,912
New +$345K 0.15% 39

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

USAdvisors Wealth Management sold out of Vanguard Morningstar 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 $351K in Q2 2019. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • USAdvisors Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,272 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $205K.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and held it in 3 quarters.
  • USAdvisors Wealth Management's Vanguard Morningstar Growth ETF position peaked at $351K in Q2 2019.
  • 1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

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