Aveo Capital Partners’s Vanguard Morningstar 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 | – | Sell |
-92,724
| Closed | -$5.94M | – | 161 |
|
|
2025
Q1 | $5.94M | Sell |
92,724
-29,736
| -24% | -$2M | 0.99% | 30 |
|
|
2024
Q4 | $8.38M | Sell |
122,460
-3,306
| -3% | -$222K | 0.92% | 27 |
|
|
2024
Q3 | $8.05M | Sell |
125,766
-2,916
| -2% | -$181K | 0.85% | 28 |
|
|
2024
Q2 | $8.02M | Sell |
128,682
-5,478
| -4% | -$319K | 0.91% | 29 |
|
|
2024
Q1 | $7.58M | Sell |
134,160
-3,684
| -3% | -$203K | 0.83% | 29 |
|
|
2023
Q4 | $7.14M | Buy |
137,844
+2,208
| +2% | +$107K | 0.86% | 31 |
|
|
2023
Q3 | $6.16M | Sell |
135,636
-2,808
| -2% | -$133K | 0.81% | 30 |
|
|
2023
Q2 | $6.53M | Buy |
138,444
+93,564
| +208% | +$4.06M | 0.83% | 32 |
|
|
2023
Q1 | $1.87M | Sell |
44,880
-810
| -2% | -$31.5K | 0.25% | 85 |
|
|
2022
Q4 | $1.62M | Sell |
45,690
-2,070
| -4% | -$76.1K | 0.24% | 87 |
|
|
2022
Q3 | $1.7M | Sell |
47,760
-2,274
| -5% | -$91.4K | 0.29% | 74 |
|
|
2022
Q2 | $1.86M | Sell |
50,034
-36
| -0.1% | -$1.48K | 0.3% | 83 |
|
|
2022
Q1 | $2.4M | Buy |
50,070
+858
| +2% | +$40.6K | 0.42% | 66 |
|
|
2021
Q4 | $2.63M | Sell |
49,212
-2,700
| -5% | -$141K | 0.47% | 64 |
|
|
2021
Q3 | $2.51M | Sell |
51,912
-3,480
| -6% | -$173K | 0.52% | 57 |
|
|
2021
Q2 | $2.65M | Sell |
55,392
-2,490
| -4% | -$113K | 0.58% | 54 |
|
|
2021
Q1 | $2.48M | Buy |
+57,882
| New | +$2.48M | 0.62% | 49 |
|
|
2020
Q4 | – | Sell |
-64,716
| Closed | -$2.46M | – | 183 |
|
|
2020
Q3 | $2.46M | Buy |
+64,716
| New | +$2.39M | 0.88% | 26 |
|
|
2020
Q2 | – | Sell |
-115,248
| Closed | -$3.01M | – | 156 |
|
|
2020
Q1 | $3.01M | Buy |
115,248
+51,456
| +81% | +$1.54M | 1.46% | 11 |
|
|
2019
Q4 | $1.94M | Sell |
63,792
-108
| -0.2% | -$3.12K | 0.77% | 31 |
|
|
2019
Q3 | $1.83M | Sell |
63,900
-14,226
| -18% | -$395K | 0.76% | 38 |
|
|
2019
Q2 | $2.21M | Sell |
78,126
-7,806
| -9% | -$209K | 0.96% | 33 |
|
|
2019
Q1 | $2.24M | Sell |
85,932
-9,660
| -10% | -$238K | 1.03% | 27 |
|
|
2018
Q4 | $2.14M | Sell |
95,592
-3,390
| -3% | -$82.1K | 1.07% | 23 |
|
|
2018
Q3 | $2.47M | Buy |
98,982
+8,124
| +9% | +$213K | 1.1% | 24 |
|
|
2018
Q2 | $2.27M | Sell |
90,858
-774
| -0.8% | -$19K | 1% | 17 |
|
|
2018
Q1 | $2.17M | Buy |
91,632
+11,382
| +14% | +$277K | 0.9% | 24 |
|
|
2017
Q4 | $1.88M | Buy |
80,250
+3,060
| +4% | +$70.2K | 0.63% | 30 |
|
|
2017
Q3 | $1.71M | Sell |
77,190
-12,258
| -14% | -$267K | 0.59% | 31 |
|
|
2017
Q2 | $1.89M | Buy |
89,448
+3,672
| +4% | +$76.9K | 0.67% | 18 |
|
|
2017
Q1 | $1.74M | Buy |
85,776
+20,088
| +31% | +$396K | 0.64% | 19 |
|
|
2016
Q4 | $1.22M | Buy |
+65,688
| New | +$1.21M | 0.35% | 53 |
|
Other funds holding VUG
Aveo Capital Partners's VUG Position: Q2 2025 in Review
Aveo Capital Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 92,724 shares — an estimated $5.94M sold.
Aveo Capital Partners first reported a position in VUG in Q4 2016 and held it in 32 quarters. The position peaked at $8.38M in Q4 2024. 2,495 funds tracked by Wall St. Rank hold VUG as of Q2 2025.
- Aveo Capital Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
- Aveo Capital Partners sold 92,724 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $5.94M.
- Aveo Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and held it in 32 quarters.
- Aveo Capital Partners's Vanguard Morningstar Growth ETF position peaked at $8.38M in Q4 2024.
- 2,495 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.
Based on Aveo Capital Partners's 13F filing for Q2 2025.