Guardian Wealth Advisors (North Carolina)’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 | $1.08M | Buy |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $922K | Buy |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $835K | Hold |
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|
2024
Q1 | $768K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $102K | Buy |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $138K | Buy |
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