HB Wealth Management’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 | $37.2M | Buy |
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|
2025
Q2 | $31.3M | Sell |
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|
2025
Q1 | $27.3M | Buy |
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|
2024
Q4 | $27.6M | Buy |
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|
2024
Q3 | $24.9M | Sell |
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|
2024
Q2 | $24.9M | Buy |
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|
2024
Q1 | $21.6M | Sell |
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|
2023
Q4 | $20.1M | Buy |
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|
2023
Q3 | $16.6M | Buy |
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|
2023
Q2 | $16.8M | Sell |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $10.9M | Sell |
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|
2022
Q1 | $22.2M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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