Baker Tilly 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
Q3 | $1.14M | Buy |
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|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $5.51M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $353K | Buy |
|