Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.5M | Buy |
217,260
+588
| +0.3% | +$34.3K | 0.14% | 78 |
|
|
2024
Q1 | $12.4M | Buy |
216,672
+16,326
| +8% | +$898K | 0.13% | 85 |
|
|
2023
Q4 | $10.4M | Buy |
200,346
+11,658
| +6% | +$563K | 0.12% | 98 |
|
|
2023
Q3 | $8.56M | Buy |
188,688
+9,456
| +5% | +$447K | 0.12% | 94 |
|
|
2023
Q2 | $8.45M | Buy |
179,232
+42,714
| +31% | +$1.85M | 0.12% | 98 |
|
|
2023
Q1 | $4.85M | Hold |
136,518
| – | – | 0.09% | 115 |
|
|
2022
Q4 | $4.85M | Sell |
136,518
-10,008
| -7% | -$368K | 0.09% | 115 |
|
|
2022
Q3 | $5.22M | Buy |
146,526
+7,578
| +5% | +$305K | 0.11% | 101 |
|
|
2022
Q2 | $5.16M | Sell |
138,948
-42,924
| -24% | -$1.76M | 0.1% | 105 |
|
|
2022
Q1 | $8.72M | Sell |
181,872
-564
| -0.3% | -$26.7K | 0.17% | 70 |
|
|
2021
Q4 | $9.76M | Buy |
182,436
+21,462
| +13% | +$1.12M | 0.19% | 62 |
|
|
2021
Q3 | $7.79M | Sell |
160,974
-8,376
| -5% | -$417K | 0.16% | 72 |
|
|
2021
Q2 | $8.1M | Sell |
169,350
-3,240
| -2% | -$147K | 0.2% | 64 |
|
|
2021
Q1 | $7.39M | Sell |
172,590
-11,790
| -6% | -$504K | 0.36% | 60 |
|
|
2020
Q4 | $7.79M | Buy |
184,380
+4,164
| +2% | +$166K | 0.41% | 55 |
|
|
2020
Q3 | $6.84M | Sell |
180,216
-3,876
| -2% | -$143K | 0.52% | 43 |
|
|
2020
Q2 | $6.2M | Sell |
184,092
-16,626
| -8% | -$511K | 0.59% | 40 |
|
|
2020
Q1 | $5.24M | Buy |
200,718
+36,144
| +22% | +$1.08M | 0.51% | 44 |
|
|
2019
Q4 | $5M | Buy |
164,574
+16,200
| +11% | +$468K | 0.48% | 51 |
|
|
2019
Q3 | $4.11M | Buy |
148,374
+14,370
| +11% | +$399K | 0.45% | 54 |
|
|
2019
Q2 | $3.65M | Buy |
134,004
+9,060
| +7% | +$242K | 0.4% | 55 |
|
|
2019
Q1 | $3.26M | Buy |
124,944
+52,008
| +71% | +$1.28M | 0.41% | 57 |
|
|
2018
Q4 | $1.63M | Buy |
72,936
+4,248
| +6% | +$103K | 0.25% | 77 |
|
|
2018
Q3 | $1.84M | Buy |
68,688
+14,916
| +28% | +$390K | 0.28% | 75 |
|
|
2018
Q2 | $1.34M | Buy |
53,772
+6,744
| +14% | +$165K | 0.22% | 100 |
|
|
2018
Q1 | $1.11M | Buy |
47,028
+7,608
| +19% | +$185K | 0.22% | 102 |
|
|
2017
Q4 | $924K | Buy |
39,420
+648
| +2% | +$14.9K | 0.19% | 112 |
|
|
2017
Q3 | $858K | Sell |
38,772
-924
| -2% | -$20.1K | 0.2% | 110 |
|
|
2017
Q2 | $841K | Buy |
39,696
+10,320
| +35% | +$216K | 0.2% | 107 |
|
|
2017
Q1 | $596K | Buy |
29,376
+5,358
| +22% | +$106K | 0.17% | 115 |
|
|
2016
Q4 | $446K | Buy |
+24,018
| New | +$444K | 0.14% | 127 |
|
|
2016
Q1 | – | Sell |
-17,064
| Closed | -$303K | – | 253 |
|
|
2015
Q4 | $303K | Buy |
17,064
+2,160
| +14% | +$38.7K | 0.1% | 137 |
|
|
2015
Q3 | $249K | Sell |
14,904
-7,218
| -33% | -$128K | 0.09% | 156 |
|
|
2015
Q2 | $395K | Sell |
22,122
-2,226
| -9% | -$40.4K | 0.13% | 125 |
|
|
2015
Q1 | $425K | Buy |
+24,348
| New | +$432K | 0.16% | 111 |
|
Other funds holding VUG
AA
Buckingham Strategic Wealth's VUG Position: Q2 2024 in Review
Buckingham Strategic Wealth increased its Vanguard Growth ETF (VUG) stake by 0.27% in Q2 2024, buying an estimated $34.3K and bringing the position to 217,260 shares worth $13.5M. The position accounts for 0.14% of the portfolio, ranked #78.
Buckingham Strategic Wealth first reported a position in VUG in Q1 2015 and has held it in 35 quarters since. 2,154 funds tracked by Wall St. Rank hold VUG as of Q2 2024.
- Buckingham Strategic Wealth held 217,260 shares of Vanguard Growth ETF worth $13.5M as of Q2 2024.
- Buckingham Strategic Wealth bought 588 Vanguard Growth ETF shares in Q2 2024, an estimated $34.3K.
- Vanguard Growth ETF made up 0.14% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #78 holding.
- Buckingham Strategic Wealth first reported a position in Vanguard Growth ETF in Q1 2015 and has held it in 35 quarters since.
- 2,154 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.