HCR 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
Q3 | $105M | Buy |
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|
2025
Q2 | $93.5M | Buy |
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|
2025
Q1 | $77M | Buy |
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|
2024
Q4 | $82.5M | Buy |
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|
2024
Q3 | $74.1M | Buy |
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|
2024
Q2 | $71.5M | Buy |
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|
2024
Q1 | $65.3M | Sell |
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|
2023
Q4 | $60.8M | Buy |
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|
2023
Q3 | $41.1M | Sell |
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|
2023
Q2 | $45.2M | Sell |
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|
2023
Q1 | $40.1M | Sell |
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|
2022
Q4 | $34.7M | Sell |
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|
2022
Q3 | $35.2M | Sell |
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|
2022
Q2 | $37M | Sell |
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|
2022
Q1 | $48.5M | Sell |
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|
2021
Q4 | $57.1M | Buy |
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|
2021
Q3 | $46.6M | Buy |
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|
2021
Q2 | $45.8M | Sell |
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|
2021
Q1 | $41.6M | Buy |
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|
2020
Q4 | $41M | Buy |
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|
2020
Q3 | $34.8M | Sell |
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|
2020
Q2 | $37.6M | Sell |
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|
2020
Q1 | $30.2M | Sell |
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|
2019
Q4 | $36.1M | Buy |
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|
2019
Q3 | $32.3M | Sell |
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|
2019
Q2 | $31.9M | Buy |
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|
2019
Q1 | $21.5M | Sell |
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|
2018
Q4 | $37.4M | Buy |
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|
2018
Q3 | $41.4M | Buy |
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|
2018
Q2 | $15.2M | Buy |
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|
2018
Q1 | $12M | Buy |
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|
2017
Q4 | $10.7M | Buy |
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|
2017
Q3 | $8.03M | Buy |
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