Concorde Asset 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
Q1
$411K Sell
2024
Q4
$466K Hold
2024
Q3
$436K Sell
2024
Q2
$466K Buy
2024
Q1
$391K Buy
2020
Q1
Sell
2019
Q4
$549K Buy
2019
Q3
$422K Sell
2019
Q2
$525K Buy
2019
Q1
$502K Sell
2018
Q4
$438K Buy
2018
Q3
$481K Buy
2018
Q2
$385K Buy
2018
Q1
$363K Sell
2017
Q4
$623K Sell
2017
Q3
$874K Buy
2017
Q2
$309K Buy
2017
Q1
Sell
2016
Q4
$225K Buy