Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.2M | Buy |
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|
2024
Q3 | $26.6M | Buy |
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|
2024
Q2 | $20M | Buy |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $9.35M | Buy |
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|
2023
Q2 | $9.25M | Sell |
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|
2023
Q1 | $8.28M | Buy |
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|
2022
Q4 | $5.04M | Sell |
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|
2022
Q3 | $5.84M | Sell |
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|
2022
Q2 | $7.23M | Buy |
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|
2022
Q1 | $9.05M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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