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 |
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2025
Q1 | $4.3M | Sell |
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2024
Q4 | $5.88M | Sell |
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2024
Q3 | $5.56M | Sell |
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2024
Q2 | $5.44M | Sell |
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2024
Q1 | $5.53M | Buy |
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2023
Q4 | $3.45M | Buy |
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2023
Q3 | $2.25M | Hold |
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2023
Q2 | $2.34M | Buy |
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2016
Q3 | – | Sell |
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2016
Q2 | $214K | Hold |
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2016
Q1 | $213K | Sell |
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2015
Q4 | $482K | Buy |
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2013
Q3 | $718K | Buy |
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2013
Q2 | $147K | Buy |
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