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WealthTrust-Arizona’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-288
Closed -$7K – 714
2018
Q1 		$7K Buy
+288
New +$7.02K ﹤0.01% 460

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthTrust-Arizona's VUG Position: Q2 2018 in Review

WealthTrust-Arizona sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2018, closing a stake of 288 shares — an estimated $7K sold.

WealthTrust-Arizona first reported a position in VUG in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 730 funds tracked by Wall St. Rank hold VUG as of Q2 2018.

  • WealthTrust-Arizona reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 288 Vanguard Morningstar Growth ETF shares in Q2 2018, an estimated $7K.
  • WealthTrust-Arizona first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's Vanguard Morningstar Growth ETF position peaked at $7K in Q1 2018.
  • 730 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.