Clearstead 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
Q2 | $12.6M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $153K | Sell |
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|
2021
Q4 | $181K | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $62K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.39M | Sell |
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|
2017
Q3 | $2.3M | Buy |
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|
2017
Q2 | $2.17M | Buy |
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|
2017
Q1 | $2.04M | Buy |
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|
2016
Q4 | $1.86M | Buy |
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