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Whitener Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Whitener Capital Management’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
2019
Q3 		– Sell
-138
Closed -$3K – 518
2019
Q2 		$3K Hold
138
– – ﹤0.01% 422
2019
Q1 		$3K Hold
138
– – ﹤0.01% 414
2018
Q4 		$3K Hold
138
– – ﹤0.01% 395
2018
Q3 		$3K Buy
+138
New +$3.61K ﹤0.01% 411
2018
Q2 		– Sell
-138
Closed -$3K – 400
2018
Q1 		$3K Buy
+138
New +$3.36K ﹤0.01% 421

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Whitener Capital Management's VUG Position: Q3 2019 in Review

Whitener Capital Management sold out of Vanguard Growth ETF (VUG) in Q3 2019, closing a stake of 138 shares — an estimated $3K sold.

Whitener Capital Management first reported a position in VUG in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 937 funds tracked by Wall St. Rank hold VUG as of Q3 2019.

  • Whitener Capital Management reported no remaining Vanguard Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Whitener Capital Management sold 138 Vanguard Growth ETF shares in Q3 2019, an estimated $3K.
  • Whitener Capital Management first reported a position in Vanguard Growth ETF in Q1 2018 and held it in 5 quarters.
  • Whitener Capital Management's Vanguard Growth ETF position peaked at $3K in Q2 2019.
  • 937 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.