Wealthstreet Investment Advisors’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthstreet Investment Advisors's VUG Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2022 at 1,992 shares worth $95K. The position accounts for 2.56% of the portfolio, ranked #12.

Wealthstreet Investment Advisors first reported a position in VUG in Q1 2019 and has held it in 11 quarters since. The position peaked at $440K in Q1 2021. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Wealthstreet Investment Advisors held 1,992 shares of Vanguard Morningstar Growth ETF worth $95K as of Q1 2022.
Wealthstreet Investment Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2022.
Vanguard Morningstar Growth ETF made up 2.56% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #12 holding.
Wealthstreet Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 11 quarters since.
Wealthstreet Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $440K in Q1 2021.
1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.