Bailard’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
Q3 | $468K | Hold |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $339K | Hold |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $303K | Buy |
|