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Wealthstreet Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$95K Hold
1,992
– – 2.56% 12
2021
Q4 		$107K Hold
1,992
– – 2.64% 13
2021
Q3 		$96K Hold
1,992
– – 2.65% 15
2021
Q2 		$95K Sell
1,992
-8,286
-81% -$376K 0.49% 48
2021
Q1 		$440K Buy
10,278
+4,938
+92% +$211K 0.04% 263
2020
Q4 		$225K Hold
5,340
– – 0.02% 330
2020
Q3 		$203K Buy
+5,340
New +$197K 0.02% 322
2020
Q1 		– Sell
-7,740
Closed -$235K – 347
2019
Q4 		$235K Hold
7,740
– – 0.03% 316
2019
Q3 		$219K Sell
7,740
-12
-0.2% -$333 0.03% 315
2019
Q2 		$211K Hold
7,752
– – 0.03% 325
2019
Q1 		$202K Buy
+7,752
New +$191K 0.03% 330

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return