Advocacy Wealth Management Services’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.09M Hold
2025
Q1
$4.3M Sell
2024
Q4
$5.88M Sell
2024
Q3
$5.56M Sell
2024
Q2
$5.44M Sell
2024
Q1
$5.53M Buy
2023
Q4
$3.45M Buy
2023
Q3
$2.25M Hold
2023
Q2
$2.34M Buy
2016
Q3
Sell
2016
Q2
$214K Hold
2016
Q1
$213K Sell
2015
Q4
$482K Buy
2013
Q3
$718K Buy
2013
Q2
$147K Buy