Forvis Mazars 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 | $27M | Buy |
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2025
Q1 | $20.7M | Sell |
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2024
Q4 | $24.9M | Sell |
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2024
Q3 | $23.4M | Sell |
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2024
Q2 | $22.9M | Sell |
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2024
Q1 | $21.9M | Sell |
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2023
Q4 | $20M | Sell |
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2023
Q3 | $18.1M | Sell |
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2023
Q2 | $19.8M | Sell |
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2023
Q1 | $18.3M | Sell |
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2022
Q4 | $15.9M | Sell |
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2022
Q3 | $17.3M | Sell |
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2022
Q2 | $18.5M | Sell |
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2022
Q1 | $24.8M | Sell |
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2021
Q4 | $27.8M | Sell |
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2021
Q3 | $25.2M | Buy |
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2021
Q2 | $24.8M | Sell |
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2021
Q1 | $22.7M | Sell |
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2020
Q4 | $24.9M | Sell |
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2020
Q3 | $25M | Buy |
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2020
Q2 | $22.2M | Buy |
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2020
Q1 | $8.6M | Buy |
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2019
Q4 | $723K | Buy |
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2019
Q3 | $660K | Sell |
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2019
Q2 | $685K | Buy |
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2019
Q1 | $647K | Sell |
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2018
Q4 | $624K | Buy |
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2018
Q3 | $603K | Sell |
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2018
Q2 | $592K | Buy |
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2018
Q1 | $561K | Sell |
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2017
Q4 | $603K | Sell |
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2017
Q3 | $791K | Sell |
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2017
Q2 | $778K | Buy |
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2017
Q1 | $730K | Sell |
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2016
Q4 | $790K | Sell |
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2016
Q3 | $824K | Buy |
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2016
Q2 | $786K | Sell |
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2016
Q1 | $815K | Sell |
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2015
Q4 | $930K | Sell |
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2015
Q3 | $982K | Buy |
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2015
Q2 | $995K | Sell |
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2015
Q1 | $1.77M | Buy |
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