Aaron Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.9M Hold
8,888
0.4% 38
2025
Q1
$3.3M Sell
8,888
-16
-0.2% -$5.93K 0.38% 39
2024
Q4
$3.65M Sell
8,904
-28
-0.3% -$11.5K 0.42% 37
2024
Q3
$3.43M Sell
8,932
-57
-0.6% -$21.9K 0.41% 35
2024
Q2
$3.36M Buy
8,989
+1,130
+14% +$423K 0.47% 33
2024
Q1
$2.7M Sell
7,859
-363
-4% -$125K 0.39% 39
2023
Q4
$2.56M Sell
8,222
-4,616
-36% -$1.44M 0.42% 33
2023
Q3
$3.5M Buy
+12,838
New +$3.5M 0.45% 37
2022
Q2
Sell
-656,303
Closed -$2.28M 838
2022
Q1
$2.28M Buy
+656,303
New +$2.28M 0.03% 216