Financial Perspectives’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 | $753K | Sell |
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|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $563K | Buy |
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|
2024
Q3 | $504K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $449K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $758K | Buy |
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|
2020
Q4 | $192K | Buy |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $69.2K | Hold |
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|
2020
Q1 | $53.7K | Hold |
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|
2019
Q4 | $62.4K | Buy |
|