WestHill Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

WestHill Financial 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
2023 Q4	–	Sell	-60	Closed	-$2.78K	–	114
2023 Q3	$2.78K	Hold	60	–	–	﹤0.01%	113
2023 Q2	$2.89K	Sell	60 -192	-76%	-$8.33K	﹤0.01%	107
2023 Q1	$10.5K	Sell	252 -198	-44%	-$7.7K	﹤0.01%	100
2022 Q4	$16K	Buy	450 +390	+650%	+$14.3K	0.01%	100
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	109
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	112
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	119
2021 Q4	$3K	Hold	60	–	–	﹤0.01%	122
2021 Q3	$3K	Buy	+60	New	+$2.99K	﹤0.01%	105
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	83
2020 Q4	$3K	Buy	+60	New	+$2.4K	﹤0.01%	81

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WestHill Financial Advisors's VUG Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard Growth ETF (VUG) in Q4 2023, closing a stake of 60 shares — an estimated $2.78K sold.

WestHill Financial Advisors first reported a position in VUG in Q4 2020 and held it in 11 quarters. The position peaked at $16K in Q4 2022. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard Growth ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 60 Vanguard Growth ETF shares in Q4 2023, an estimated $2.78K.
WestHill Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard Growth ETF position peaked at $16K in Q4 2022.
2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.