AFAS
Acorn Financial Advisory Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
58,419
-8,067
| -12% | -$3.54M | 4.2% | 8 |
|
|
2025
Q1 | $24.7M | Sell |
66,486
-33,464
| -33% | -$12.4M | 4.46% | 7 |
|
|
2024
Q4 | $41M | Sell |
99,950
-2,017
| -2% | -$828K | 6.76% | 3 |
|
|
2024
Q3 | $39.1M | Sell |
101,967
-1,608
| -2% | -$617K | 6.93% | 4 |
|
|
2024
Q2 | $38.7M | Sell |
103,575
-2,260
| -2% | -$845K | 7.23% | 3 |
|
|
2024
Q1 | $36.4M | Sell |
105,835
-22,268
| -17% | -$7.66M | 6.88% | 3 |
|
|
2023
Q4 | $39.8M | Sell |
128,103
-7,381
| -5% | -$2.29M | 6.96% | 2 |
|
|
2023
Q3 | $36.9M | Sell |
135,484
-62
| -0% | -$16.9K | 6.59% | 3 |
|
|
2023
Q2 | $38.4M | Buy |
135,546
+1,352
| +1% | +$383K | 6.81% | 3 |
|
|
2023
Q1 | $33.5M | Buy |
134,194
+735
| +0.6% | +$183K | 6.51% | 5 |
|
|
2022
Q4 | $28.4M | Buy |
133,459
+8,915
| +7% | +$1.9M | 6.04% | 5 |
|
|
2022
Q3 | $26.6M | Buy |
124,544
+6,579
| +6% | +$1.41M | 6.36% | 5 |
|
|
2022
Q2 | $26.3M | Buy |
117,965
+5,701
| +5% | +$1.27M | 6.26% | 5 |
|
|
2022
Q1 | $32.3M | Buy |
112,264
+3,627
| +3% | +$1.04M | 6.47% | 5 |
|
|
2021
Q4 | $34.9M | Buy |
108,637
+83,405
| +331% | +$26.8M | 6.98% | 4 |
|
|
2021
Q3 | $7.32M | Buy |
25,232
+1,668
| +7% | +$484K | 2.27% | 9 |
|
|
2021
Q2 | $6.76M | Buy |
23,564
+9,324
| +65% | +$2.67M | 1.99% | 9 |
|
|
2021
Q1 | $3.67M | Sell |
14,240
-2,488
| -15% | -$640K | 1.34% | 14 |
|
|
2020
Q4 | $4.24M | Buy |
16,728
+3,610
| +28% | +$915K | 1.66% | 9 |
|
|
2020
Q3 | $2.99M | Buy |
13,118
+7,566
| +136% | +$1.72M | 1.56% | 10 |
|
|
2020
Q2 | $1.12M | Buy |
5,552
+3,122
| +128% | +$631K | 0.78% | 35 |
|
|
2020
Q1 | $381K | Buy |
2,430
+354
| +17% | +$55.5K | 0.38% | 97 |
|
|
2019
Q4 | $378K | Buy |
+2,076
| New | +$378K | 0.32% | 109 |
|