Appleton Partners’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
Q4 | $439K | Buy |
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|
2025
Q3 | $398K | Sell |
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|
2025
Q2 | $580K | Sell |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $299K | Hold |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $200K | Buy |
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