Aprio Wealth 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
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $991K | Buy |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $780K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $916K | Buy |
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|
2022
Q2 | $850K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $747K | Sell |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $817K | Buy |
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