Evermay Wealth Management’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 | $3.27M | Sell |
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|
2025
Q1 | $2.77M | Hold |
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|
2024
Q4 | $3.06M | Sell |
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|
2024
Q3 | $2.96M | Sell |
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|
2024
Q2 | $2.91M | Hold |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.3M | Hold |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.97M | Buy |
|