Cohen 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 | $1.48M | Buy |
|
|||||
|
2025
Q2 | $1.34M | Buy |
|
|||||
|
2025
Q1 | $1.1M | Buy |
|
|||||
|
2024
Q4 | $1.18M | Buy |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $790K | Buy |
|
|||||
|
2024
Q1 | $952K | Sell |
|
|||||
|
2023
Q4 | $880K | Sell |
|
|||||
|
2023
Q3 | $790K | Buy |
|
|||||
|
2023
Q2 | $806K | Buy |
|
|||||
|
2023
Q1 | $692K | Buy |
|
|||||
|
2022
Q4 | $542K | Buy |
|
|||||
|
2022
Q3 | $540K | Buy |
|
|||||
|
2022
Q2 | $547K | Buy |
|
|||||
|
2022
Q1 | $660K | Buy |
|
|||||
|
2021
Q4 | $702K | Sell |
|
|||||
|
2021
Q3 | $638K | Sell |
|
|||||
|
2021
Q2 | $634K | Sell |
|
|||||
|
2021
Q1 | $615K | Buy |
|
|||||
|
2020
Q4 | $580K | Buy |
|