Alta Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
4,320
+221
| +5% | +$96.9K | 0.89% | 23 |
|
|
2025
Q1 | $1.52M | Hold |
4,099
| – | – | 0.7% | 32 |
|
|
2024
Q4 | $1.68M | Hold |
4,099
| – | – | 0.74% | 32 |
|
|
2024
Q3 | $1.57M | Buy |
4,099
+229
| +6% | +$87.9K | 0.72% | 33 |
|
|
2024
Q2 | $1.45M | Sell |
3,870
-360
| -9% | -$135K | 0.72% | 34 |
|
|
2024
Q1 | $1.46M | Buy |
4,230
+48
| +1% | +$16.5K | 0.74% | 34 |
|
|
2023
Q4 | $1.3M | Sell |
4,182
-1,973
| -32% | -$613K | 0.73% | 36 |
|
|
2023
Q3 | $1.68M | Sell |
6,155
-11
| -0.2% | -$3K | 1.03% | 27 |
|
|
2023
Q2 | $1.74M | Buy |
6,166
+253
| +4% | +$71.6K | 1.02% | 27 |
|
|
2023
Q1 | $1.47M | Sell |
5,913
-140
| -2% | -$34.9K | 0.93% | 29 |
|
|
2022
Q4 | $1.29M | Sell |
6,053
-14
| -0.2% | -$2.98K | 0.87% | 28 |
|
|
2022
Q3 | $1.3M | Hold |
6,067
| – | – | 0.93% | 26 |
|
|
2022
Q2 | $1.35M | Hold |
6,067
| – | – | 0.94% | 27 |
|
|
2022
Q1 | $1.75M | Buy |
6,067
+2,178
| +56% | +$626K | 1.04% | 26 |
|
|
2021
Q4 | $1.25M | Sell |
3,889
-7
| -0.2% | -$2.25K | 0.77% | 36 |
|
|
2021
Q3 | $1.13M | Buy |
3,896
+158
| +4% | +$45.9K | 0.82% | 33 |
|
|
2021
Q2 | $1.07M | Buy |
3,738
+11
| +0.3% | +$3.16K | 0.79% | 40 |
|
|
2021
Q1 | $958K | Buy |
3,727
+12
| +0.3% | +$3.09K | 0.8% | 40 |
|
|
2020
Q4 | $941K | Buy |
+3,715
| New | +$941K | 0.79% | 42 |
|