Vanguard Capital Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Vanguard Capital Wealth Advisors’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
2018 Q4	–	Sell	-11,406	Closed	-$306K	–	138
2018 Q3	$306K	Hold	11,406	–	–	0.35%	84
2018 Q2	$284K	Buy	11,406 +12	+0.1%	+$294	0.38%	88
2018 Q1	$265K	Sell	11,394 -8,460	-43%	-$206K	0.35%	84
2017 Q4	$465K	Buy	+19,854	New	+$456K	0.58%	53

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Capital Wealth Advisors's VUG Position: Q4 2018 in Review

Vanguard Capital Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q4 2018, closing a stake of 11,406 shares — an estimated $306K sold.

Vanguard Capital Wealth Advisors first reported a position in VUG in Q4 2017 and held it in 4 quarters. The position peaked at $465K in Q4 2017. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

Vanguard Capital Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q4 2018 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 11,406 Vanguard Growth ETF shares in Q4 2018, an estimated $306K.
Vanguard Capital Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and held it in 4 quarters.
Vanguard Capital Wealth Advisors's Vanguard Growth ETF position peaked at $465K in Q4 2017.
833 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.