Beacon Financial Strategies’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 | $350K | Sell |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $587K | Sell |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $613K | Buy |
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