Bell Investment Advisors’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 | $227K | Sell |
|
|||||
|
2025
Q1 | $218K | Hold |
|
|||||
|
2024
Q4 | $241K | Buy |
|
|||||
|
2024
Q3 | $147K | Hold |
|
|||||
|
2024
Q2 | $143K | Hold |
|
|||||
|
2024
Q1 | $132K | Hold |
|
|||||
|
2023
Q4 | $119K | Buy |
|
|||||
|
2023
Q3 | $104K | Hold |
|
|||||
|
2023
Q2 | $108K | Hold |
|
|||||
|
2023
Q1 | $95.2K | Buy |
|
|||||
|
2022
Q4 | $81.3K | Hold |
|
|||||
|
2022
Q3 | $82K | Hold |
|
|||||
|
2022
Q2 | $85K | Buy |
|
|||||
|
2021
Q4 | $155K | Sell |
|
|||||
|
2021
Q3 | $173K | Buy |
|