Whitener Capital Management’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Whitener Capital Management sold out of Vanguard Morningstar 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 Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
Whitener Capital Management sold 138 Vanguard Morningstar Growth ETF shares in Q3 2019, an estimated $3K.
Whitener Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and held it in 5 quarters.
Whitener Capital Management's Vanguard Morningstar Growth ETF position peaked at $3K in Q2 2019.
937 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2019.

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