Choate Investment Advisors’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 | $6.01M | Sell |
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|
2025
Q2 | $5.57M | Sell |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $5.45M | Sell |
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|
2024
Q3 | $5.14M | Sell |
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|
2024
Q2 | $5.15M | Hold |
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|
2024
Q1 | $4.74M | Buy |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.77M | Buy |
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|
2023
Q2 | $1.36M | Hold |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.73M | Hold |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $170K | Buy |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $96K | Buy |
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