Benjamin Edwards Inc’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
12,592
+4,473
| +55% | +$1.96M | 0.07% | 254 |
|
|
2025
Q1 | $3.01M | Buy |
8,119
+1,646
| +25% | +$610K | 0.04% | 336 |
|
|
2024
Q4 | $2.66M | Buy |
6,473
+2,904
| +81% | +$1.19M | 0.04% | 377 |
|
|
2024
Q3 | $1.37M | Buy |
3,569
+3,219
| +920% | +$1.24M | 0.02% | 517 |
|
|
2024
Q2 | $131K | Sell |
350
-12
| -3% | -$4.49K | 0.03% | 389 |
|
|
2024
Q1 | $125K | Buy |
362
+12
| +3% | +$4.14K | 0.02% | 396 |
|
|
2023
Q4 | $109K | Hold |
350
| – | – | 0.02% | 406 |
|
|
2023
Q3 | $95K | Hold |
350
| – | – | 0.02% | 398 |
|
|
2023
Q2 | $99K | Hold |
350
| – | – | 0.02% | 387 |
|
|
2023
Q1 | $87K | Sell |
350
-23
| -6% | -$5.72K | 0.02% | 383 |
|
|
2022
Q4 | $80K | Hold |
373
| – | – | 0.02% | 376 |
|
|
2022
Q3 | $80K | Sell |
373
-17
| -4% | -$3.65K | 0.02% | 369 |
|
|
2022
Q2 | $87K | Buy |
390
+40
| +11% | +$8.92K | 0.03% | 358 |
|
|
2022
Q1 | $101K | Hold |
350
| – | – | 0.03% | 359 |
|
|
2021
Q4 | $112K | Hold |
350
| – | – | 0.04% | 333 |
|
|
2021
Q3 | $102K | Hold |
350
| – | – | 0.06% | 234 |
|
|
2021
Q2 | $100K | Hold |
350
| – | – | 0.07% | 218 |
|
|
2021
Q1 | $90K | Hold |
350
| – | – | 0.07% | 210 |
|
|
2020
Q4 | $89K | Hold |
350
| – | – | 0.07% | 197 |
|
|
2020
Q3 | $80K | Hold |
350
| – | – | 0.07% | 181 |
|
|
2020
Q2 | $71K | Hold |
350
| – | – | 0.06% | 178 |
|
|
2020
Q1 | $55K | Hold |
350
| – | – | 0.06% | 166 |
|
|
2019
Q4 | $64K | Hold |
350
| – | – | 0.13% | 121 |
|
|
2019
Q3 | $58K | Hold |
350
| – | – | 0.13% | 122 |
|
|
2019
Q2 | $57K | Hold |
350
| – | – | 0.14% | 121 |
|
|
2019
Q1 | $55K | Buy |
+350
| New | +$55K | 0.26% | 117 |
|