Beese Fulmer Investment 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 | $693K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $650K | Buy |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $543K | Sell |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Hold |
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|
2018
Q2 | $209K | Buy |
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