EP 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 | $1.52B | Buy |
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|
2025
Q1 | $1.24B | Buy |
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|
2024
Q4 | $1.32B | Buy |
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|
2024
Q3 | $1.22B | Buy |
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|
2024
Q2 | $1.12B | Buy |
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|
2024
Q1 | $1B | Buy |
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|
2023
Q4 | $900M | Buy |
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|
2023
Q3 | $772M | Buy |
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|
2023
Q2 | $917M | Sell |
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|
2023
Q1 | $361M | Sell |
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|
2022
Q4 | $634M | Buy |
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|
2022
Q3 | $590M | Buy |
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|
2022
Q2 | $569M | Buy |
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|
2022
Q1 | $655M | Buy |
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|
2021
Q4 | $664M | Buy |
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|
2021
Q3 | $583M | Buy |
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|
2021
Q2 | $536M | Buy |
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|
2021
Q1 | $418M | Buy |
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|
2020
Q4 | $359M | Buy |
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|
2020
Q3 | $292M | Buy |
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|
2020
Q2 | $229M | Buy |
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|
2020
Q1 | $153M | Buy |
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|
2019
Q4 | $165M | Buy |
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|
2019
Q3 | $142M | Buy |
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|
2019
Q2 | $134M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $90.7M | Buy |
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|
2018
Q3 | $96.7M | Buy |
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|
2018
Q2 | $85.2M | Buy |
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|
2018
Q1 | $78.9M | Buy |
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|
2017
Q4 | $77.6M | Buy |
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|
2017
Q3 | $71.7M | Buy |
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|
2017
Q2 | $64.1M | Buy |
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|
2017
Q1 | $58.7M | Buy |
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|
2016
Q4 | $42M | Buy |
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|
2016
Q3 | $45M | Buy |
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|
2016
Q2 | $42.1M | Sell |
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|
2016
Q1 | $42.3M | Buy |
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|
2015
Q4 | $40.1M | Buy |
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|
2015
Q3 | $37.1M | Buy |
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|
2015
Q2 | $36.3M | Buy |
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|
2015
Q1 | $34.2M | Buy |
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|
2014
Q4 | $28.2M | Buy |
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|
2014
Q3 | $23.7M | Buy |
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