AO
Advisor OS’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Sell |
7,555
-185
| -2% | -$81.1K | 0.33% | 46 |
|
|
2025
Q1 | $2.87M | Buy |
7,740
+68
| +0.9% | +$25.2K | 0.33% | 51 |
|
|
2024
Q4 | $3.15M | Buy |
7,672
+1,153
| +18% | +$473K | 0.36% | 47 |
|
|
2024
Q3 | $2.5M | Sell |
6,519
-51
| -0.8% | -$19.6K | 0.25% | 75 |
|
|
2024
Q2 | $2.46M | Buy |
6,570
+15
| +0.2% | +$5.61K | 0.27% | 66 |
|
|
2024
Q1 | $2.26M | Sell |
6,555
-1,246
| -16% | -$429K | 0.26% | 73 |
|
|
2023
Q4 | $2.43M | Sell |
7,801
-1,246
| -14% | -$387K | 0.32% | 55 |
|
|
2023
Q3 | $2.46M | Buy |
9,047
+1,334
| +17% | +$363K | 0.37% | 49 |
|
|
2023
Q2 | $2.18M | Buy |
7,713
+5,613
| +267% | +$1.59M | 0.36% | 53 |
|
|
2023
Q1 | $524K | Buy |
2,100
+300
| +17% | +$74.8K | 0.13% | 164 |
|
|
2022
Q4 | $384K | Sell |
1,800
-12,658
| -88% | -$2.7M | 0.1% | 165 |
|
|
2022
Q3 | $3.09M | Buy |
14,458
+13,344
| +1,198% | +$2.85M | 0.93% | 23 |
|
|
2022
Q2 | $248K | Buy |
+1,114
| New | +$248K | 0.07% | 188 |
|
|
2020
Q3 | – | Sell |
-1,222
| Closed | -$247K | – | 169 |
|
|
2020
Q2 | $247K | Buy |
+1,222
| New | +$247K | 0.15% | 113 |
|