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

Wetzel 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
2024
Q3 		– Sell
-1,320
Closed -$75.9K – 878
2024
Q2 		$75.9K Sell
1,320
-30
-2% -$1.75K 0.04% 203
2024
Q1 		$74.1K Buy
1,350
+678
+101% +$37.3K 0.04% 207
2023
Q4 		$35K Buy
+672
New +$32.4K 0.02% 296

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wetzel Investment Advisors's VUG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Growth ETF (VUG) in Q3 2024, closing a stake of 1,320 shares — an estimated $75.9K sold.

Wetzel Investment Advisors first reported a position in VUG in Q4 2023 and held it in 3 quarters. The position peaked at $75.9K in Q2 2024. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,320 Vanguard Growth ETF shares in Q3 2024, an estimated $75.9K.
  • Wetzel Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Growth ETF position peaked at $75.9K in Q2 2024.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.