Annex Advisory 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
Q3 | $1.35M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $783K | Buy |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $664K | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $487K | Hold |
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|
2020
Q3 | $437K | Sell |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $242K | Sell |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $238K | Sell |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $318K | Buy |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $249K | Buy |
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|
2017
Q1 | $237K | Buy |
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|
2016
Q4 | $208K | Buy |
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|
2016
Q3 | $207K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $220K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Sell |
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|
2014
Q4 | $229K | Buy |
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|
2014
Q3 | $211K | Sell |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $204K | Sell |
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|
2013
Q4 | $234K | Sell |
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|
2013
Q3 | $327K | Sell |
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|
2013
Q2 | $320K | Buy |
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