Delos Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.6K Buy
+31
New +$13.6K 0.01% 157
2025
Q1
Sell
-5
Closed -$2.05K 190
2024
Q4
$2.05K Hold
5
﹤0.01% 166
2024
Q3
$1.92K Hold
5
﹤0.01% 146
2024
Q2
$1.87K Hold
5
﹤0.01% 215
2024
Q1
$1.72K Hold
5
﹤0.01% 221
2023
Q4
$1.56K Hold
5
﹤0.01% 148
2023
Q3
$1.45K Hold
5
﹤0.01% 191
2023
Q2
$1.42K Hold
5
﹤0.01% 190
2023
Q1
$1.25K Sell
5
-156
-97% -$38.9K ﹤0.01% 207
2022
Q4
$34.3K Hold
161
0.05% 69
2022
Q3
$34K Buy
161
+156
+3,120% +$32.9K 0.04% 66
2022
Q2
$1K Hold
5
﹤0.01% 226
2022
Q1
$1K Hold
5
﹤0.01% 245
2021
Q4
$2K Hold
5
﹤0.01% 392
2021
Q3
$1K Buy
+5
New +$1K ﹤0.01% 202