180 Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Sell |
17,390
-418
| -2% | -$35.2K | 0.15% | 151 |
|
|
2026
Q1 | $1.3M | Buy |
17,808
+126
| +0.7% | +$9.8K | 0.15% | 151 |
|
|
2025
Q4 | $1.44M | Sell |
17,682
-78
| -0.4% | -$6.33K | 0.16% | 132 |
|
|
2025
Q3 | $1.42M | Buy |
17,760
+936
| +6% | +$71.5K | 0.17% | 122 |
|
|
2025
Q2 | $1.23M | Buy |
16,824
+2,166
| +15% | +$143K | 0.17% | 126 |
|
|
2025
Q1 | $906K | Sell |
14,658
-372
| -2% | -$25.1K | 0.14% | 147 |
|
|
2024
Q4 | $1.03M | Sell |
15,030
-60
| -0.4% | -$4.03K | 0.16% | 126 |
|
|
2024
Q3 | $966K | Sell |
15,090
-618
| -4% | -$38.3K | 0.15% | 137 |
|
|
2024
Q2 | $1M | Buy |
15,708
+666
| +4% | +$38.8K | 0.16% | 125 |
|
|
2024
Q1 | $863K | Buy |
15,042
+588
| +4% | +$32.3K | 0.16% | 137 |
|
|
2023
Q4 | $736K | Sell |
14,454
-240
| -2% | -$11.6K | 0.15% | 140 |
|
|
2023
Q3 | $667K | Sell |
14,694
-60
| -0.4% | -$2.83K | 0.15% | 144 |
|
|
2023
Q2 | $696K | Buy |
14,754
+30
| +0.2% | +$1.3K | 0.15% | 147 |
|
|
2023
Q1 | $612K | Buy |
14,724
+2,808
| +24% | +$109K | 0.14% | 150 |
|
|
2022
Q4 | $464K | Buy |
11,916
+4,440
| +59% | +$163K | 0.11% | 199 |
|
|
2022
Q3 | $267K | Buy |
7,476
+132
| +2% | +$5.31K | 0.07% | 268 |
|
|
2022
Q2 | $275K | Buy |
7,344
+360
| +5% | +$14.8K | 0.07% | 279 |
|
|
2022
Q1 | $321K | Sell |
6,984
-36
| -0.5% | -$1.7K | 0.07% | 265 |
|
|
2021
Q4 | $327K | Buy |
7,020
+156
| +2% | +$8.13K | 0.07% | 254 |
|
|
2021
Q3 | $345K | Hold |
6,864
| – | – | 0.08% | 258 |
|
|
2021
Q2 | $340K | Hold |
6,864
| – | – | 0.08% | 246 |
|
|
2021
Q1 | $303K | Sell |
6,864
-366
| -5% | -$15.7K | 0.08% | 246 |
|
|
2020
Q4 | $305K | Sell |
7,230
-360
| -5% | -$14.4K | 0.09% | 221 |
|
|
2020
Q3 | $296K | Sell |
7,590
-108
| -1% | -$3.99K | 0.11% | 183 |
|
|
2020
Q2 | $271K | Buy |
+7,698
| New | +$237K | 0.11% | 192 |
|
|
2020
Q1 | – | Sell |
-7,728
| Closed | -$244K | – | 270 |
|
|
2019
Q4 | $244K | Sell |
7,728
-1,650
| -18% | -$47.6K | 0.1% | 226 |
|
|
2019
Q3 | $262K | Sell |
9,378
-204
| -2% | -$5.66K | 0.12% | 205 |
|
|
2019
Q2 | $265K | Sell |
9,582
-4,644
| -33% | -$124K | 0.12% | 201 |
|
|
2019
Q1 | $380K | Sell |
14,226
-1,212
| -8% | -$29.9K | 0.17% | 148 |
|
|
2018
Q4 | $414K | Hold |
15,438
| – | – | 0.19% | 152 |
|
|
2018
Q3 | $414K | Hold |
15,438
| – | – | 0.19% | 152 |
|
|
2018
Q2 | $385K | Buy |
15,438
+12
| +0.1% | +$294 | 0.19% | 148 |
|
|
2018
Q1 | $364K | Buy |
15,426
+180
| +1% | +$4.39K | 0.19% | 142 |
|
|
2017
Q4 | $357K | Buy |
+15,246
| New | +$350K | 0.18% | 149 |
|
Other funds holding VUG
EWA
180 Wealth Advisors's VUG Position: Q2 2026 in Review
180 Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $35.2K and leaving 17,390 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #151.
180 Wealth Advisors first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- 180 Wealth Advisors held 17,390 shares of Vanguard Morningstar Growth ETF worth $1.5M as of Q2 2026.
- 180 Wealth Advisors sold 418 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $35.2K.
- Vanguard Morningstar Growth ETF made up 0.15% of 180 Wealth Advisors's portfolio in Q2 2026, its #151 holding.
- 180 Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 34 quarters since.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.