EA
Emerald Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Buy |
18,354
+376
| +2% | +$165K | 1.03% | 5 |
|
|
2025
Q1 | $6.67M | Buy |
17,978
+781
| +5% | +$290K | 0.89% | 6 |
|
|
2024
Q4 | $7.06M | Buy |
17,197
+208
| +1% | +$85.4K | 0.97% | 4 |
|
|
2024
Q3 | $6.66M | Buy |
16,989
+655
| +4% | +$257K | 0.96% | 6 |
|
|
2024
Q2 | $6.11M | Sell |
16,334
-811
| -5% | -$303K | 0.93% | 6 |
|
|
2024
Q1 | $5.9M | Sell |
17,145
-280
| -2% | -$96.4K | 1.05% | 7 |
|
|
2023
Q4 | $5.42M | Buy |
17,425
+228
| +1% | +$70.9K | 1.03% | 6 |
|
|
2023
Q3 | $4.68M | Sell |
17,197
-940
| -5% | -$256K | 1.09% | 6 |
|
|
2023
Q2 | $5.13M | Buy |
18,137
+341
| +2% | +$96.5K | 1.23% | 6 |
|
|
2023
Q1 | $4.44M | Sell |
17,796
-1,362
| -7% | -$340K | 1.14% | 6 |
|
|
2022
Q4 | $4.08M | Sell |
19,158
-2,507
| -12% | -$534K | 1.13% | 5 |
|
|
2022
Q3 | $4.64M | Buy |
21,665
+874
| +4% | +$187K | 1.35% | 3 |
|
|
2022
Q2 | $4.63M | Buy |
20,791
+1,879
| +10% | +$419K | 1.29% | 3 |
|
|
2022
Q1 | $5.44M | Buy |
18,912
+849
| +5% | +$244K | 1.28% | 2 |
|
|
2021
Q4 | $5.8M | Sell |
18,063
-3,122
| -15% | -$1M | 1.4% | 2 |
|
|
2021
Q3 | $6.15M | Buy |
21,185
+814
| +4% | +$236K | 1.75% | 3 |
|
|
2021
Q2 | $5.84M | Buy |
20,371
+1,886
| +10% | +$541K | 1.82% | 3 |
|
|
2021
Q1 | $4.75M | Buy |
18,485
+3,582
| +24% | +$921K | 1.72% | 3 |
|
|
2020
Q4 | $3.78M | Sell |
14,903
-5,240
| -26% | -$1.33M | 1.3% | 6 |
|
|
2020
Q3 | $4.59M | Buy |
20,143
+593
| +3% | +$135K | 1.75% | 3 |
|
|
2020
Q2 | $3.95M | Buy |
19,550
+529
| +3% | +$107K | 1.74% | 4 |
|
|
2020
Q1 | $3.52M | Buy |
19,021
+12,808
| +206% | +$2.37M | 1.59% | 5 |
|
|
2019
Q4 | $1.17M | Buy |
+6,213
| New | +$1.17M | 1.11% | 11 |
|