Financial Synergies 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 | $114M | Buy |
|
|||||
|
2025
Q1 | $95.3M | Buy |
|
|||||
|
2024
Q4 | $103M | Buy |
|
|||||
|
2024
Q3 | $95.9M | Buy |
|
|||||
|
2024
Q2 | $92.3M | Sell |
|
|||||
|
2024
Q1 | $85.8M | Sell |
|
|||||
|
2023
Q4 | $59.2M | Buy |
|
|||||
|
2023
Q3 | $75.1M | Buy |
|
|||||
|
2023
Q2 | $77.5M | Buy |
|
|||||
|
2023
Q1 | $67.9M | Sell |
|
|||||
|
2022
Q4 | $59.2M | Sell |
|
|||||
|
2022
Q3 | $65.8M | Buy |
|
|||||
|
2022
Q2 | $66.8M | Sell |
|
|||||
|
2022
Q1 | $93M | Buy |
|
|||||
|
2021
Q4 | $101M | Sell |
|
|||||
|
2021
Q3 | $91.4M | Buy |
|
|||||
|
2021
Q2 | $89.4M | Buy |
|
|||||
|
2021
Q1 | $77.3M | Buy |
|
|||||
|
2020
Q4 | $73.7M | Buy |
|
|||||
|
2020
Q3 | $27.1M | Buy |
|
|||||
|
2020
Q2 | $329K | Buy |
|