DHJJ Financial 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 | $584K | Buy |
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|
2025
Q2 | $528K | Buy |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $224K | Buy |
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