Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.14M | Hold |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $911K | Hold |
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|
2023
Q2 | $947K | Hold |
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|
2023
Q1 | $835K | Hold |
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|
2022
Q4 | $713K | Hold |
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|
2022
Q3 | $716K | Hold |
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|
2022
Q2 | $746K | Hold |
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|
2022
Q1 | $962K | Hold |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $971K | Hold |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $860K | Buy |
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|
2020
Q4 | $847K | Buy |
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|
2020
Q3 | $496K | Buy |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $340K | Hold |
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|
2019
Q4 | $395K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $337K | Hold |
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|
2018
Q4 | $289K | Buy |
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|
2018
Q3 | $346K | Buy |
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