DWM
VUG icon

Dopkins Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Dopkins Wealth Management’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 		$6.67M Buy
77,407
+31
+0% +$2.61K 2.42% 11
2026
Q1 		$5.63M Buy
77,376
+12
+0% +$934 2.26% 12
2025
Q4 		$6.29M Hold
77,364
– – 2.57% 11
2025
Q3 		$6.18M Sell
77,364
-6,570
-8% -$502K 2.61% 11
2025
Q2 		$6.13M Sell
83,934
-450
-0.5% -$29.6K 2.75% 9
2025
Q1 		$5.22M Buy
84,384
+210
+0.2% +$14.2K 2.65% 10
2024
Q4 		$5.76M Buy
84,174
+7,008
+9% +$471K 2.93% 7
2024
Q3 		$4.94M Sell
77,166
-7,998
-9% -$496K 3.99% 5
2024
Q2 		$5.31M Sell
85,164
-3,630
-4% -$212K 3.23% 8
2024
Q1 		$5.09M Buy
88,794
+1,302
+1% +$71.6K 3.07% 8
2023
Q4 		$4.53M Buy
87,492
+198
+0.2% +$9.56K 3.53% 8
2023
Q3 		$3.96M Hold
87,294
– – 3% 8
2023
Q2 		$4.12M Buy
87,294
+6,072
+7% +$263K 3.67% 8
2023
Q1 		$3.38M Sell
81,222
-20,250
-20% -$788K 3.16% 9
2022
Q4 		$3.6M Buy
101,472
+93,624
+1,193% +$3.44M 3.17% 9
2022
Q3 		$280K Hold
7,848
– – 0.31% 32
2022
Q2 		$292K Hold
7,848
– – 0.32% 28
2022
Q1 		$376K Hold
7,848
– – 0.41% 25
2021
Q4 		$420K Buy
+7,848
New +$409K 0.41% 25

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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 $59.6B 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 $9.96B AUM 23.61% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return