EAM
Empirical Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Sell |
2,003
-20
| -1% | -$8.77K | 0.27% | 100 |
|
|
2025
Q1 | $750K | Buy |
2,023
+3
| +0.1% | +$1.11K | 0.26% | 112 |
|
|
2024
Q4 | $829K | Hold |
2,020
| – | – | 0.27% | 107 |
|
|
2024
Q3 | $776K | Hold |
2,020
| – | – | 0.28% | 106 |
|
|
2024
Q2 | $756K | Buy |
2,020
+1,232
| +156% | +$461K | 0.28% | 94 |
|
|
2024
Q1 | $271K | Buy |
788
+12
| +2% | +$4.13K | 0.13% | 213 |
|
|
2023
Q4 | $241K | Sell |
776
-7
| -0.9% | -$2.18K | 0.2% | 156 |
|
|
2023
Q3 | $213K | Hold |
783
| – | – | 0.19% | 152 |
|
|
2023
Q2 | $222K | Buy |
+783
| New | +$222K | 0.2% | 142 |
|
|
2022
Q1 | – | Sell |
-677
| Closed | -$217K | – | 189 |
|
|
2021
Q4 | $217K | Buy |
+677
| New | +$217K | 0.21% | 140 |
|