DSA
Droms Strauss Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Sell |
13,325
-221
| -2% | -$96.9K | 1.79% | 10 |
|
|
2025
Q1 | $5.02M | Sell |
13,546
-401
| -3% | -$149K | 1.72% | 9 |
|
|
2024
Q4 | $5.72M | Sell |
13,947
-92
| -0.7% | -$37.8K | 1.87% | 11 |
|
|
2024
Q3 | $5.39M | Sell |
14,039
-69
| -0.5% | -$26.5K | 1.91% | 8 |
|
|
2024
Q2 | $5.28M | Sell |
14,108
-216
| -2% | -$80.8K | 1.91% | 8 |
|
|
2024
Q1 | $4.93M | Sell |
14,324
-61
| -0.4% | -$21K | 1.8% | 9 |
|
|
2023
Q4 | $4.47M | Sell |
14,385
-53
| -0.4% | -$16.5K | 1.74% | 10 |
|
|
2023
Q3 | $3.93M | Buy |
14,438
+215
| +2% | +$58.6K | 1.69% | 11 |
|
|
2023
Q2 | $4.03M | Sell |
14,223
-84
| -0.6% | -$23.8K | 1.68% | 11 |
|
|
2023
Q1 | $3.57M | Buy |
14,307
+165
| +1% | +$41.2K | 1.61% | 12 |
|
|
2022
Q4 | $3.02M | Buy |
14,142
+341
| +2% | +$72.7K | 1.38% | 13 |
|
|
2022
Q3 | $2.96M | Buy |
13,801
+534
| +4% | +$114K | 1.46% | 13 |
|
|
2022
Q2 | $2.96M | Sell |
13,267
-1,621
| -11% | -$361K | 1.49% | 13 |
|
|
2022
Q1 | $4.35M | Buy |
14,888
+1,930
| +15% | +$564K | 2.19% | 9 |
|
|
2021
Q4 | $4.16M | Sell |
12,958
-136
| -1% | -$43.6K | 1.84% | 9 |
|
|
2021
Q3 | $3.8M | Sell |
13,094
-487
| -4% | -$141K | 1.83% | 11 |
|
|
2021
Q2 | $3.9M | Buy |
13,581
+276
| +2% | +$79.3K | 1.84% | 11 |
|
|
2021
Q1 | $3.42M | Sell |
13,305
-75
| -0.6% | -$19.3K | 1.68% | 12 |
|
|
2020
Q4 | $3.39M | Sell |
13,380
-30
| -0.2% | -$7.6K | 1.97% | 11 |
|
|
2020
Q3 | $3.05M | Sell |
13,410
-94
| -0.7% | -$21.4K | 1.8% | 11 |
|
|
2020
Q2 | $2.73M | Buy |
13,504
+3,350
| +33% | +$677K | 1.87% | 13 |
|
|
2020
Q1 | $1.59M | Buy |
10,154
+13
| +0.1% | +$2.03K | 1.32% | 14 |
|
|
2019
Q4 | $1.85M | Sell |
10,141
-114
| -1% | -$20.8K | 1.37% | 11 |
|
|
2019
Q3 | $1.7M | Sell |
10,255
-21
| -0.2% | -$3.49K | 1.37% | 12 |
|
|
2019
Q2 | $1.68M | Buy |
10,276
+83
| +0.8% | +$13.6K | 1.25% | 13 |
|
|
2019
Q1 | $1.59M | Hold |
10,193
| – | – | 1.24% | 14 |
|
|
2018
Q4 | $1.37M | Buy |
+10,193
| New | +$1.37M | 1.27% | 15 |
|