Cassaday & Co 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
$3.4M Buy
2025
Q1
$2.8M Buy
2024
Q4
$3.05M Buy
2024
Q3
$2.85M Buy
2024
Q2
$2.72M Buy
2024
Q1
$2.35M Buy
2023
Q4
$2.06M Sell
2023
Q3
$2.07M Buy
2023
Q2
$1.8M Sell
2023
Q1
$1.7M Sell
2022
Q4
$1.57M Buy