Beaird Harris 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
Q2 | $292K | Sell |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $107K | Hold |
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|
2023
Q1 | $94K | Sell |
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|
2022
Q4 | $82.7K | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $1.52M | Buy |
|