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Beirne Wealth Consulting Services’s Vanguard Growth ETF VUG Stock Holding History

Beirne Wealth Consulting Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Buy
193,821
+207
+0.1% +$17.4K 3.32% 9
2026
Q1 		$14.1M Buy
193,614
+210
+0.1% +$16.3K 3.99% 7
2025
Q4 		$15.7M Buy
193,404
+390
+0.2% +$31.6K 4.55% 6
2025
Q3 		$15.4M Buy
193,014
+846
+0.4% +$64.6K 3.71% 6
2025
Q2 		$14.1M Buy
192,168
+127,200
+196% +$8.37M 4.56% 6
2025
Q1 		$4.02M Buy
64,968
+78
+0.1% +$5.26K 1.43% 17
2024
Q4 		$4.44M Buy
64,890
+72
+0.1% +$4.84K 1.6% 14
2024
Q3 		$4.15M Buy
64,818
+144
+0.2% +$8.93K 1.46% 18
2024
Q2 		$4.04M Hold
64,674
– – 1.63% 15
2024
Q1 		$3.71M Buy
64,674
+58,686
+980% +$3.23M 1.57% 15
2023
Q4 		$310K Buy
+5,988
New +$289K 0.15% 104
2022
Q4 		– Sell
-194,598
Closed -$6.94M – 120
2022
Q3 		$6.94M Buy
+194,598
New +$7.82M 2.64% 10
2020
Q1 		– Sell
-7,716
Closed -$234K – 97
2019
Q4 		$234K Sell
7,716
-18
-0.2% -$520 0.21% 77
2019
Q3 		$214K Hold
7,734
– – 0.18% 125
2019
Q2 		$211K Hold
7,734
– – 0.19% 122
2019
Q1 		$202K Buy
+7,734
New +$191K 0.16% 172

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return