Bartlett & Co 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 | $3.3M | Sell |
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|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.51M | Hold |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.58M | Hold |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.4M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $922K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $905K | Hold |
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|
2019
Q1 | $867K | Buy |
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|
2018
Q4 | $740K | Buy |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | $204K | Buy |
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