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Windsor Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Windsor Advisory Group’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
Q1 		– Sell
-1,572
Closed -$81.5K – 58
2023
Q4 		$81.5K Buy
+1,572
New +$75.9K 0.24% 42

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Windsor Advisory Group's VUG Position: Q1 2024 in Review

Windsor Advisory Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 1,572 shares — an estimated $81.5K sold.

Windsor Advisory Group first reported a position in VUG in Q4 2023 and held it in 1 quarter. The position peaked at $81.5K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Windsor Advisory Group reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 1,572 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $81.5K.
  • Windsor Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 1 quarter.
  • Windsor Advisory Group's Vanguard Morningstar Growth ETF position peaked at $81.5K in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Windsor Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.