AWMS
Advocacy Wealth Management Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Hold |
11,604
| – | – | 0.31% | 39 |
|
|
2025
Q1 | $4.3M | Sell |
11,604
-2,733
| -19% | -$1.01M | 0.29% | 39 |
|
|
2024
Q4 | $5.88M | Sell |
14,337
-142
| -1% | -$58.3K | 0.45% | 28 |
|
|
2024
Q3 | $5.56M | Sell |
14,479
-67
| -0.5% | -$25.7K | 0.44% | 24 |
|
|
2024
Q2 | $5.44M | Sell |
14,546
-1,514
| -9% | -$566K | 0.45% | 29 |
|
|
2024
Q1 | $5.53M | Buy |
16,060
+4,947
| +45% | +$1.7M | 0.48% | 29 |
|
|
2023
Q4 | $3.45M | Buy |
11,113
+2,858
| +35% | +$888K | 0.33% | 37 |
|
|
2023
Q3 | $2.25M | Hold |
8,255
| – | – | 0.25% | 24 |
|
|
2023
Q2 | $2.34M | Buy |
+8,255
| New | +$2.34M | 0.27% | 23 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$214K | – | 396 |
|
|
2016
Q2 | $214K | Hold |
2,000
| – | – | 0.11% | 66 |
|
|
2016
Q1 | $213K | Sell |
2,000
-2,530
| -56% | -$269K | 0.15% | 83 |
|
|
2015
Q4 | $482K | Buy |
+4,530
| New | +$482K | 0.55% | 50 |
|
|
2013
Q3 | $718K | Buy |
8,485
+6,605
| +351% | +$559K | 1.96% | 9 |
|
|
2013
Q2 | $147K | Buy |
+1,880
| New | +$147K | 0.59% | 54 |
|