Avidian Wealth Enterprises’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Buy |
14,618
+3,654
| +33% | +$1.6M | 0.26% | 64 |
|
|
2025
Q1 | $4.07M | Buy |
10,964
+164
| +2% | +$60.8K | 0.18% | 81 |
|
|
2024
Q4 | $4.43M | Sell |
10,800
-139
| -1% | -$57.1K | 0.2% | 74 |
|
|
2024
Q3 | $4.2M | Sell |
10,939
-5
| -0% | -$1.92K | 0.19% | 77 |
|
|
2024
Q2 | $4.09M | Buy |
10,944
+425
| +4% | +$159K | 0.17% | 75 |
|
|
2024
Q1 | $3.62M | Buy |
10,519
+724
| +7% | +$249K | 0.18% | 71 |
|
|
2023
Q4 | $3.05M | Sell |
9,795
-75
| -0.8% | -$23.3K | 0.19% | 82 |
|
|
2023
Q3 | $2.69M | Buy |
9,870
+1,587
| +19% | +$432K | 0.19% | 87 |
|
|
2023
Q2 | $2.34M | Buy |
8,283
+1,203
| +17% | +$340K | 0.15% | 102 |
|
|
2023
Q1 | $1.77M | Buy |
7,080
+2,328
| +49% | +$581K | 0.1% | 145 |
|
|
2022
Q4 | $1.01M | Sell |
4,752
-404
| -8% | -$86.1K | 0.07% | 175 |
|
|
2022
Q3 | $1.1M | Buy |
5,156
+603
| +13% | +$129K | 0.08% | 139 |
|
|
2022
Q2 | $1.02M | Buy |
4,553
+157
| +4% | +$35K | 0.07% | 166 |
|
|
2022
Q1 | $1.26M | Sell |
4,396
-120
| -3% | -$34.5K | 0.08% | 156 |
|
|
2021
Q4 | $1.45M | Hold |
4,516
| – | – | 0.09% | 139 |
|
|
2021
Q3 | $1.31M | Sell |
4,516
-683
| -13% | -$198K | 0.1% | 110 |
|
|
2021
Q2 | $1.49M | Buy |
5,199
+155
| +3% | +$44.5K | 0.11% | 104 |
|
|
2021
Q1 | $1.3M | Hold |
5,044
| – | – | 0.11% | 104 |
|
|
2020
Q4 | $1.28M | Buy |
5,044
+469
| +10% | +$119K | 0.12% | 100 |
|
|
2020
Q3 | $1.04M | Buy |
4,575
+1,387
| +44% | +$316K | 0.12% | 102 |
|
|
2020
Q2 | $644K | Buy |
3,188
+1,498
| +89% | +$303K | 0.09% | 117 |
|
|
2020
Q1 | $265K | Sell |
1,690
-162
| -9% | -$25.4K | 0.04% | 155 |
|
|
2019
Q4 | $337K | Hold |
1,852
| – | – | 0.05% | 164 |
|
|
2019
Q3 | $308K | Buy |
1,852
+362
| +24% | +$60.2K | 0.05% | 146 |
|
|
2019
Q2 | $243K | Hold |
1,490
| – | – | 0.06% | 133 |
|
|
2019
Q1 | $233K | Hold |
1,490
| – | – | 0.05% | 111 |
|
|
2018
Q4 | $200K | Buy |
+1,490
| New | +$200K | 0.07% | 88 |
|