AF
Apexium Financial’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Hold |
10,548
| – | – | 0.25% | 53 |
|
|
2025
Q1 | $3.91M | Buy |
10,548
+140
| +1% | +$51.9K | 0.23% | 52 |
|
|
2024
Q4 | $4.27M | Buy |
10,408
+115
| +1% | +$47.2K | 0.26% | 49 |
|
|
2024
Q3 | $3.95M | Sell |
10,293
-778
| -7% | -$299K | 0.26% | 44 |
|
|
2024
Q2 | $4.14M | Buy |
11,071
+131
| +1% | +$49K | 0.3% | 41 |
|
|
2024
Q1 | $3.77M | Buy |
10,940
+2,161
| +25% | +$744K | 0.29% | 42 |
|
|
2023
Q4 | $2.73M | Sell |
8,779
-285
| -3% | -$88.6K | 0.2% | 58 |
|
|
2023
Q3 | $2.47M | Buy |
9,064
+49
| +0.5% | +$13.3K | 0.25% | 47 |
|
|
2023
Q2 | $2.55M | Sell |
9,015
-173
| -2% | -$49K | 0.23% | 48 |
|
|
2023
Q1 | $2.29M | Sell |
9,188
-1,070
| -10% | -$267K | 0.22% | 50 |
|
|
2022
Q4 | $2.19M | Buy |
10,258
+136
| +1% | +$29K | 0.23% | 49 |
|
|
2022
Q3 | $2.18M | Buy |
10,122
+6,206
| +158% | +$1.34M | 0.27% | 47 |
|
|
2022
Q2 | $989K | Buy |
3,916
+1,249
| +47% | +$315K | 0.57% | 33 |
|
|
2022
Q1 | $779K | Sell |
2,667
-6
| -0.2% | -$1.75K | 0.41% | 38 |
|
|
2021
Q4 | $858K | Buy |
2,673
+20
| +0.8% | +$6.42K | 0.44% | 36 |
|
|
2021
Q3 | $770K | Hold |
2,653
| – | – | 0.44% | 37 |
|
|
2021
Q2 | $761K | Hold |
2,653
| – | – | 0.47% | 33 |
|
|
2021
Q1 | $682K | Hold |
2,653
| – | – | 0.5% | 35 |
|
|
2020
Q4 | $672K | Sell |
2,653
-384
| -13% | -$97.3K | 0.53% | 33 |
|
|
2020
Q3 | $691K | Hold |
3,037
| – | – | 0.56% | 32 |
|
|
2020
Q2 | $614K | Hold |
3,037
| – | – | 0.56% | 33 |
|
|
2020
Q1 | $476K | Sell |
3,037
-557
| -15% | -$87.3K | 0.63% | 32 |
|
|
2019
Q4 | $655K | Buy |
+3,594
| New | +$655K | 0.85% | 27 |
|