Blue Zone Wealth 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
Q3 | $2.73M | Sell |
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|
2025
Q2 | $2.58M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.48M | Sell |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.09M | Hold |
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|
2023
Q3 | $1.83M | Hold |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.63M | Hold |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $951K | Hold |
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|
2020
Q2 | $845K | Sell |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $417K | Buy |
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