Evolution 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
Q3 | $1.14M | Hold |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $883K | Hold |
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|
2024
Q4 | $977K | Hold |
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|
2024
Q3 | $914K | Hold |
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|
2024
Q2 | $890K | Hold |
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|
2024
Q1 | $819K | Sell |
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|
2023
Q4 | $763K | Hold |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $318K | Buy |
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