Dopkins Wealth 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
Q3
$6.18M Sell
2025
Q2
$6.13M Sell
2025
Q1
$5.22M Buy
2024
Q4
$5.76M Buy
2024
Q3
$4.94M Sell
2024
Q2
$5.31M Sell
2024
Q1
$5.09M Buy
2023
Q4
$4.53M Buy
2023
Q3
$3.96M Hold
2023
Q2
$4.12M Buy
2023
Q1
$3.38M Sell
2022
Q4
$3.6M Buy
2022
Q3
$280K Hold
2022
Q2
$292K Hold
2022
Q1
$376K Hold
2021
Q4
$420K Buy