EFS
Edelman Financial Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,830,791
| Closed | -$2.87B | – | 28 |
|
|
2018
Q3 | $2.87B | Sell |
17,830,791
-372,648
| -2% | -$60M | 26.12% | 1 |
|
|
2018
Q2 | $2.73B | Buy |
18,203,439
+179,919
| +1% | +$27M | 25.92% | 1 |
|
|
2018
Q1 | $2.56B | Buy |
18,023,520
+6,112,803
| +51% | +$867M | 25.32% | 1 |
|
|
2017
Q4 | $1.68B | Sell |
11,910,717
-138,554
| -1% | -$19.5M | 17.04% | 2 |
|
|
2017
Q3 | $1.6B | Buy |
12,049,271
+167,496
| +1% | +$22.2M | 17.18% | 2 |
|
|
2017
Q2 | $1.51B | Sell |
11,881,775
-155,340
| -1% | -$19.7M | 17.12% | 2 |
|
|
2017
Q1 | $1.46B | Buy |
12,037,115
+273,288
| +2% | +$33.2M | 17.25% | 2 |
|
|
2016
Q4 | $1.31B | Buy |
11,763,827
+399,700
| +4% | +$44.6M | 16.49% | 2 |
|
|
2016
Q3 | $1.28B | Buy |
11,364,127
+205,494
| +2% | +$23.1M | 16.71% | 2 |
|
|
2016
Q2 | $1.2B | Buy |
11,158,633
+252,975
| +2% | +$27.1M | 16.29% | 2 |
|
|
2016
Q1 | $1.16B | Buy |
10,905,658
+295,761
| +3% | +$31.5M | 16.77% | 2 |
|
|
2015
Q4 | $1.13B | Buy |
10,609,897
+213,589
| +2% | +$22.7M | 17.02% | 2 |
|
|
2015
Q3 | $1.04B | Sell |
10,396,308
-25,467
| -0.2% | -$2.55M | 16.86% | 2 |
|
|
2015
Q2 | $1.12B | Buy |
10,421,775
+161,663
| +2% | +$17.3M | 17.22% | 2 |
|
|
2015
Q1 | $1.07B | Sell |
10,260,112
-1,985,437
| -16% | -$208M | 16.74% | 2 |
|
|
2014
Q4 | $1.28B | Sell |
12,245,549
-331,405
| -3% | -$34.6M | 20.91% | 2 |
|
|
2014
Q3 | $1.25B | Buy |
12,576,954
+312,010
| +3% | +$31.1M | 21.55% | 2 |
|
|
2014
Q2 | $1.21B | Buy |
12,264,944
+369,839
| +3% | +$36.6M | 21% | 2 |
|
|
2014
Q1 | $1.11B | Buy |
11,895,105
+304,959
| +3% | +$28.5M | 20.76% | 2 |
|
|
2013
Q4 | $1.08B | Sell |
11,590,146
-32,085
| -0.3% | -$2.99M | 21.4% | 2 |
|
|
2013
Q3 | $983M | Buy |
11,622,231
+441,394
| +4% | +$37.3M | 20.01% | 2 |
|
|
2013
Q2 | $874M | Buy |
+11,180,837
| New | +$874M | 19.28% | 2 |
|