AG
Advocate Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
3,649
| – | – | 0.29% | 74 |
|
|
2025
Q1 | $1.35M | Hold |
3,649
| – | – | 0.25% | 76 |
|
|
2024
Q4 | $1.5M | Hold |
3,649
| – | – | 0.28% | 74 |
|
|
2024
Q3 | $1.4M | Hold |
3,649
| – | – | 0.25% | 72 |
|
|
2024
Q2 | $1.36M | Sell |
3,649
-116
| -3% | -$43.4K | 0.27% | 72 |
|
|
2024
Q1 | $1.3M | Hold |
3,765
| – | – | 0.26% | 77 |
|
|
2023
Q4 | $1.17M | Sell |
3,765
-54
| -1% | -$16.8K | 0.25% | 78 |
|
|
2023
Q3 | $1.04M | Sell |
3,819
-356
| -9% | -$96.9K | 0.24% | 77 |
|
|
2023
Q2 | $1.18M | Hold |
4,175
| – | – | 0.26% | 76 |
|
|
2023
Q1 | $1.04M | Sell |
4,175
-85
| -2% | -$21.2K | 0.23% | 74 |
|
|
2022
Q4 | $908K | Buy |
4,260
+557
| +15% | +$119K | 0.2% | 80 |
|
|
2022
Q3 | $792K | Sell |
3,703
-122
| -3% | -$26.1K | 0.2% | 76 |
|
|
2022
Q2 | $853K | Buy |
+3,825
| New | +$853K | 0.2% | 74 |
|