CBIZ Investment 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 | $397M | Sell |
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|
2025
Q2 | $396M | Buy |
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|
2025
Q1 | $322M | Buy |
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|
2024
Q4 | $352M | Buy |
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|
2024
Q3 | $323M | Sell |
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|
2024
Q2 | $321M | Buy |
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|
2024
Q1 | $229M | Buy |
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|
2023
Q4 | $206M | Sell |
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|
2023
Q3 | $183M | Sell |
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|
2023
Q2 | $223M | Sell |
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|
2023
Q1 | $214M | Buy |
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|
2022
Q4 | $71.1M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $165M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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