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Cooper Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Cooper Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
12,187
-5,435
-31% -$457K 0.09% 168
2026
Q1 		$1.28M Buy
17,622
+7,206
+69% +$561K 0.13% 128
2025
Q4 		$847K Sell
10,416
-114
-1% -$9.25K 0.09% 166
2025
Q3 		$842K Buy
10,530
+258
+3% +$19.7K 0.09% 170
2025
Q2 		$750K Sell
10,272
-8,490
-45% -$559K 0.09% 183
2025
Q1 		$1.16M Sell
18,762
-42
-0.2% -$2.83K 0.15% 125
2024
Q4 		$1.29M Buy
18,804
+1,788
+11% +$120K 0.15% 111
2024
Q3 		$1.09M Sell
17,016
-1,146
-6% -$71K 0.14% 134
2024
Q2 		$1.13M Sell
18,162
-420
-2% -$24.5K 0.17% 109
2024
Q1 		$1.07M Buy
18,582
+2,370
+15% +$130K 0.18% 113
2023
Q4 		$840K Buy
16,212
+1,380
+9% +$66.6K 0.15% 124
2023
Q3 		$673K Buy
14,832
+1,902
+15% +$89.8K 0.16% 146
2023
Q2 		$610K Sell
12,930
-372
-3% -$16.1K 0.15% 157
2023
Q1 		$553K Buy
13,302
+3,720
+39% +$145K 0.15% 157
2022
Q4 		$340K Buy
9,582
+282
+3% +$10.4K 0.1% 195
2022
Q3 		$332K Buy
9,300
+306
+3% +$12.3K 0.12% 172
2022
Q2 		$334K Sell
8,994
-234
-3% -$9.61K 0.12% 171
2022
Q1 		$442K Buy
9,228
+3,132
+51% +$148K 0.17% 123
2021
Q4 		$326K Sell
6,096
-288
-5% -$15K 0.12% 164
2021
Q3 		$309K Buy
6,384
+6
+0.1% +$299 0.06% 187
2021
Q2 		$305K Sell
6,378
-96
-1% -$4.36K 0.06% 185
2021
Q1 		$277K Sell
6,474
-16,032
-71% -$686K 0.06% 195
2020
Q4 		$950K Buy
22,506
+11,472
+104% +$458K 0.19% 92
2020
Q3 		$419K Sell
11,034
-1,428
-11% -$52.7K 0.12% 121
2020
Q2 		$420K Buy
+12,462
New +$383K 0.14% 112
2019
Q1 		– Sell
-18,006
Closed -$403K – 118
2018
Q4 		$403K Buy
+18,006
New +$436K 0.27% 57

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return