Helen Stephens Group’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 | $8.44M | Buy |
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|
2025
Q2 | $6.45M | Buy |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $5.59M | Sell |
|
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|
2024
Q3 | $5.28M | Sell |
|
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|
2024
Q2 | $5.26M | Buy |
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|
2024
Q1 | $3.48M | Sell |
|
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $2.84M | Buy |
|
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $2.44M | Sell |
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|
2022
Q3 | $3.63M | Buy |
|
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $2.09M | Buy |
|