Agate Pass Investment Management’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
Q3
$9.39M Buy
2025
Q2
$5.76M Sell
2025
Q1
$7.61M Buy
2024
Q4
$8M Buy
2024
Q3
$5.73M Sell
2024
Q2
$5.66M Buy
2024
Q1
$4.37M Buy
2023
Q4
$2.25M Buy
2023
Q3
$1.43M Buy
2023
Q2
$1.19M Buy
2023
Q1
$675K Buy
2022
Q4
$369K Buy
2022
Q3
$319K Buy
2022
Q2
Sell
2022
Q1
$286K Buy
2021
Q4
$262K Buy