Herold 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
Q2 | $795K | Sell |
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|
2025
Q1 | $995K | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $936K | Hold |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $670K | Hold |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $518K | Hold |
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|
2022
Q1 | $669K | Hold |
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|
2021
Q4 | $746K | Sell |
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|
2021
Q3 | $680K | Buy |
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