Carlton Hofferkamp & Jenks Wealth Management’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 | $6.67M | Buy |
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|
2025
Q1 | $4.43M | Buy |
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|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $941K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $221K | Buy |
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