GoalVest Advisory’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 | $34.1M | Buy |
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|
2025
Q1 | $28.8M | Sell |
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|
2024
Q4 | $32M | Sell |
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|
2024
Q3 | $30M | Buy |
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|
2024
Q2 | $28M | Sell |
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|
2024
Q1 | $26.8M | Buy |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $13.7M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $8.59M | Buy |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $4.87M | Sell |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q2 | $5.08M | Buy |
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|
2021
Q1 | $161K | Sell |
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|
2020
Q4 | $164K | Buy |
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