AWA
Acorn Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
4,072
+3,011
| +284% | +$1.32M | 0.66% | 33 |
|
|
2025
Q1 | $393K | Sell |
1,061
-7
| -0.7% | -$2.6K | 0.16% | 129 |
|
|
2024
Q4 | $438K | Buy |
1,068
+34
| +3% | +$14K | 0.18% | 119 |
|
|
2024
Q3 | $397K | Sell |
1,034
-128
| -11% | -$49.1K | 0.17% | 121 |
|
|
2024
Q2 | $435K | Buy |
1,162
+373
| +47% | +$140K | 0.21% | 99 |
|
|
2024
Q1 | $272K | Hold |
789
| – | – | 0.14% | 158 |
|
|
2023
Q4 | $245K | Buy |
789
+2
| +0.3% | +$621 | 0.15% | 159 |
|
|
2023
Q3 | $214K | Sell |
787
-136
| -15% | -$37.1K | 0.14% | 168 |
|
|
2023
Q2 | $261K | Buy |
923
+37
| +4% | +$10.5K | 0.18% | 137 |
|
|
2023
Q1 | $221K | Buy |
+886
| New | +$221K | 0.16% | 150 |
|
|
2022
Q2 | – | Sell |
-863
| Closed | -$248K | – | 182 |
|
|
2022
Q1 | $248K | Sell |
863
-113
| -12% | -$32.5K | 0.17% | 148 |
|
|
2021
Q4 | $313K | Sell |
976
-44
| -4% | -$14.1K | 0.2% | 126 |
|
|
2021
Q3 | $296K | Buy |
1,020
+1
| +0.1% | +$290 | 0.21% | 120 |
|
|
2021
Q2 | $292K | Buy |
1,019
+1
| +0.1% | +$287 | 0.2% | 124 |
|
|
2021
Q1 | $262K | Buy |
1,018
+1
| +0.1% | +$257 | 0.19% | 127 |
|
|
2020
Q4 | $258K | Buy |
+1,017
| New | +$258K | 0.2% | 122 |
|
|
2018
Q3 | – | Sell |
-111
| Closed | -$17K | – | 442 |
|
|
2018
Q2 | $17K | Hold |
111
| – | – | 0.01% | 426 |
|
|
2018
Q1 | $16K | Hold |
111
| – | – | 0.01% | 430 |
|
|
2017
Q4 | $16K | Buy |
+111
| New | +$16K | 0.01% | 416 |
|