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Waypoint Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Waypoint Wealth Partners’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
2021
Q2 		– Sell
-4,782
Closed -$205K – 42
2021
Q1 		$205K Buy
+4,782
New +$205K 0.15% 40

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UBS Group
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TF
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waypoint Wealth Partners's VUG Position: Q2 2021 in Review

Waypoint Wealth Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2021, closing a stake of 4,782 shares — an estimated $205K sold.

Waypoint Wealth Partners first reported a position in VUG in Q1 2021 and held it in 1 quarter. The position peaked at $205K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Waypoint Wealth Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Waypoint Wealth Partners sold 4,782 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $205K.
  • Waypoint Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 1 quarter.
  • Waypoint Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $205K in Q1 2021.
  • 1,416 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on Waypoint Wealth Partners's 13F filing for Q2 2021, filed 6 Aug 2021.