Berkeley Capital Partners’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  | $597K | Sell | 
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| 
        
          
      
        2025
         Q1  | $506K | Buy | 
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| 
        
          
      
        2024
         Q4  | $557K | Sell | 
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| 
        
          
      
        2024
         Q3  | $692K | Sell | 
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| 
        
          
      
        2024
         Q2  | $676K | Buy | 
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| 
        
          
      
        2024
         Q1  | $495K | Sell | 
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| 
        
          
      
        2023
         Q4  | $452K | Sell | 
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| 
        
          
      
        2023
         Q3  | $403K | Sell | 
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| 
        
          
      
        2023
         Q2  | $446K | Sell | 
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| 
        
          
      
        2023
         Q1  | $405K | Sell | 
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| 
        
          
      
        2022
         Q4  | $368K | Buy | 
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| 
        
          
      
        2022
         Q3  | $368K | Buy | 
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    |||||
| 
        
          
      
        2022
         Q2  | $383K | Sell | 
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| 
        
          
      
        2022
         Q1  | $495K | Buy | 
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| 
        
          
      
        2021
         Q4  | $534K | Sell | 
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| 
        
          
      
        2021
         Q3  | $519K | Sell | 
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| 
        
          
      
        2021
         Q2  | $530K | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $472K | Sell | 
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| 
        
          
      
        2020
         Q4  | $549K | Sell | 
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| 
        
          
      
        2020
         Q3  | $507K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $476K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $425K | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $484K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $493K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $494K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $491K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $459K | Buy | 
         | 
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| 
        
          
      
        2018
         Q3  | $517K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $505K | Sell | 
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| 
        
          
      
        2018
         Q1  | $504K | Sell | 
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    |||||
| 
        
          
      
        2017
         Q4  | $501K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $482K | Sell | 
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| 
        
          
      
        2017
         Q2  | $508K | Sell | 
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| 
        
          
      
        2017
         Q1  | $518K | Sell | 
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| 
        
          
      
        2016
         Q4  | $501K | Sell | 
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| 
        
          
      
        2016
         Q3  | $508K | Hold | 
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| 
        
          
      
        2016
         Q2  | $485K | Sell | 
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| 
        
          
      
        2016
         Q1  | $570K | Sell | 
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| 
        
          
      
        2015
         Q4  | $1.1M | Buy | 
         |