Choate Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
12,702
-434
| -3% | -$190K | 0.12% | 77 |
|
|
2025
Q1 | $4.87M | Sell |
13,136
-145
| -1% | -$53.8K | 0.12% | 81 |
|
|
2024
Q4 | $5.45M | Sell |
13,281
-112
| -0.8% | -$46K | 0.13% | 80 |
|
|
2024
Q3 | $5.14M | Sell |
13,393
-383
| -3% | -$147K | 0.13% | 82 |
|
|
2024
Q2 | $5.15M | Hold |
13,776
| – | – | 0.14% | 82 |
|
|
2024
Q1 | $4.74M | Buy |
13,776
+1,209
| +10% | +$416K | 0.13% | 90 |
|
|
2023
Q4 | $3.91M | Sell |
12,567
-1,289
| -9% | -$401K | 0.12% | 92 |
|
|
2023
Q3 | $3.77M | Buy |
13,856
+9,034
| +187% | +$2.46M | 0.15% | 66 |
|
|
2023
Q2 | $1.36M | Hold |
4,822
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $1.2M | Hold |
4,822
| – | – | 0.06% | 117 |
|
|
2022
Q4 | $1.03M | Sell |
4,822
-321
| -6% | -$68.4K | 0.06% | 124 |
|
|
2022
Q3 | $1.1M | Sell |
5,143
-470
| -8% | -$101K | 0.07% | 102 |
|
|
2022
Q2 | $1.25M | Sell |
5,613
-400
| -7% | -$89.2K | 0.08% | 101 |
|
|
2022
Q1 | $1.73M | Hold |
6,013
| – | – | 0.09% | 95 |
|
|
2021
Q4 | $1.93M | Buy |
6,013
+5,112
| +567% | +$1.64M | 0.11% | 83 |
|
|
2021
Q3 | $261K | Sell |
901
-70
| -7% | -$20.3K | 0.02% | 238 |
|
|
2021
Q2 | $278K | Buy |
971
+310
| +47% | +$88.8K | 0.02% | 235 |
|
|
2021
Q1 | $170K | Buy |
661
+240
| +57% | +$61.7K | 0.01% | 249 |
|
|
2020
Q4 | $107K | Hold |
421
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $96K | Buy |
+421
| New | +$96K | 0.01% | 250 |
|