Capital Asset Advisory Services’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 | $771K | Sell |
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2025
Q2 | $831K | Buy |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $611K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $973K | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $887K | Buy |
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|
2019
Q4 | $962K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.26M | Sell |
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|
2017
Q1 | $2.55M | Buy |
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|
2016
Q4 | $2.17M | Buy |
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