Beacon Financial Advisory’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 | $1.26M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $909K | Sell |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $781K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $292K | Buy |
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