CMA
Cedar Mountain Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
3,473
-70
| -2% | -$30.7K | 0.32% | 29 |
|
|
2025
Q1 | $1.31M | Sell |
3,543
-378
| -10% | -$140K | 0.29% | 29 |
|
|
2024
Q4 | $1.61M | Buy |
3,921
+4
| +0.1% | +$1.64K | 0.35% | 29 |
|
|
2024
Q3 | $1.5M | Buy |
3,917
+1,626
| +71% | +$624K | 0.34% | 27 |
|
|
2024
Q2 | $857K | Buy |
2,291
+103
| +5% | +$38.5K | 0.21% | 25 |
|
|
2024
Q1 | $753K | Buy |
2,188
+198
| +10% | +$68.2K | 0.19% | 27 |
|
|
2023
Q4 | $619K | Buy |
1,990
+176
| +10% | +$54.7K | 0.17% | 29 |
|
|
2023
Q3 | $494K | Buy |
1,814
+216
| +14% | +$58.8K | 0.15% | 31 |
|
|
2023
Q2 | $452K | Buy |
1,598
+157
| +11% | +$44.4K | 0.13% | 32 |
|
|
2023
Q1 | $360K | Buy |
1,441
+65
| +5% | +$16.2K | 0.11% | 33 |
|
|
2022
Q4 | $293K | Buy |
1,376
+3
| +0.2% | +$639 | 0.09% | 33 |
|
|
2022
Q3 | $294K | Buy |
1,373
+2
| +0.1% | +$428 | 0.1% | 31 |
|
|
2022
Q2 | $306K | Buy |
1,371
+13
| +1% | +$2.9K | 0.1% | 31 |
|
|
2022
Q1 | $391K | Sell |
1,358
-49
| -3% | -$14.1K | 0.12% | 30 |
|
|
2021
Q4 | $452K | Buy |
1,407
+62
| +5% | +$19.9K | 0.14% | 28 |
|
|
2021
Q3 | $390K | Buy |
1,345
+76
| +6% | +$22K | 0.13% | 28 |
|
|
2021
Q2 | $364K | Sell |
1,269
-390
| -24% | -$112K | 0.12% | 28 |
|
|
2021
Q1 | $426K | Buy |
1,659
+145
| +10% | +$37.2K | 0.14% | 27 |
|
|
2020
Q4 | $384K | Buy |
1,514
+37
| +3% | +$9.38K | 0.14% | 28 |
|
|
2020
Q3 | $336K | Buy |
1,477
+65
| +5% | +$14.8K | 0.14% | 29 |
|
|
2020
Q2 | $285K | Buy |
1,412
+167
| +13% | +$33.7K | 0.12% | 28 |
|
|
2020
Q1 | $195K | Buy |
1,245
+89
| +8% | +$13.9K | 0.1% | 32 |
|
|
2019
Q4 | $211K | Buy |
+1,156
| New | +$211K | 0.09% | 29 |
|