Wealth CMT’s Vanguard Growth ETF VUG Stock Holding History

Wealth CMT’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
2023 Q2	–	Sell	-564	Closed	-$23K	–	29
2023 Q1	$23K	Buy	+564	New	+$21.9K	0.03%	25

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Wealth CMT's VUG Position: Q2 2023 in Review

Wealth CMT sold out of Vanguard Growth ETF (VUG) in Q2 2023, closing a stake of 564 shares — an estimated $23K sold.

Wealth CMT first reported a position in VUG in Q1 2023 and held it in 1 quarter. The position peaked at $23K in Q1 2023. 1,821 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Wealth CMT reported no remaining Vanguard Growth ETF position as of Q2 2023 after selling out during the quarter.
Wealth CMT sold 564 Vanguard Growth ETF shares in Q2 2023, an estimated $23K.
Wealth CMT first reported a position in Vanguard Growth ETF in Q1 2023 and held it in 1 quarter.
Wealth CMT's Vanguard Growth ETF position peaked at $23K in Q1 2023.
1,821 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2023.

Based on Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.