Corient Private Wealth’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
$207M Sell
2025
Q1
$230M Sell
2024
Q4
$257M Sell
2024
Q3
$286M Buy
2024
Q2
$239M Buy
2024
Q1
$219M Sell
2023
Q4
$200M Sell
2023
Q3
$181M Buy
2023
Q2
$184M Buy
2023
Q1
$161M Buy
2022
Q4
$131M Buy