Heartwood 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 | $19.1M | Buy |
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|
2025
Q2 | $17.4M | Sell |
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|
2025
Q1 | $14.9M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $16.8M | Sell |
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|
2023
Q4 | $19.3M | Sell |
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|
2023
Q3 | $17.3M | Sell |
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|
2023
Q2 | $18M | Sell |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $11.5M | Buy |
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|
2022
Q2 | $11.9M | Buy |
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|
2022
Q1 | $15.4M | Sell |
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|
2021
Q4 | $18.6M | Sell |
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|
2021
Q3 | $17.6M | Sell |
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|
2021
Q2 | $17.7M | Sell |
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|
2021
Q1 | $17.8M | Sell |
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|
2020
Q4 | $21.2M | Buy |
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|
2020
Q3 | $18.9M | Sell |
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|
2020
Q2 | $19.7M | Sell |
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|
2020
Q1 | $15.3M | Sell |
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|
2019
Q4 | $19M | Buy |
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