Encompass Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
|
|||||
|
2025
Q1 | $1.05M | Hold |
|
|||||
|
2024
Q4 | $1.17M | Buy |
|
|||||
|
2024
Q3 | $330K | Sell |
|
|||||
|
2024
Q2 | $349K | Buy |
|
|||||
|
2024
Q1 | $296K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $229K | Sell |
|
|||||
|
2022
Q2 | $270K | Buy |
|
|||||
|
2022
Q1 | $336K | Buy |
|
|||||
|
2021
Q4 | $343K | Sell |
|
|||||
|
2021
Q3 | $387K | Sell |
|
|||||
|
2021
Q2 | $486K | Buy |
|
|||||
|
2021
Q1 | $429K | Hold |
|
|||||
|
2020
Q4 | $405K | Buy |
|