HNWAG
High Net Worth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
14,829
+146
| +1% | +$64.1K | 1.72% | 11 |
|
|
2025
Q1 | $5.45M | Buy |
14,683
+266
| +2% | +$98.7K | 1.54% | 12 |
|
|
2024
Q4 | $5.92M | Buy |
14,417
+532
| +4% | +$218K | 1.65% | 12 |
|
|
2024
Q3 | $5.33M | Buy |
13,885
+542
| +4% | +$208K | 1.46% | 14 |
|
|
2024
Q2 | $4.99M | Buy |
13,343
+1,856
| +16% | +$694K | 1.51% | 16 |
|
|
2024
Q1 | $3.95M | Buy |
11,487
+2,391
| +26% | +$823K | 1.24% | 22 |
|
|
2023
Q4 | $2.83M | Buy |
9,096
+1,289
| +17% | +$401K | 1.05% | 23 |
|
|
2023
Q3 | $2.13M | Buy |
7,807
+96
| +1% | +$26.1K | 0.85% | 29 |
|
|
2023
Q2 | $2.18M | Sell |
7,711
-154
| -2% | -$43.6K | 0.85% | 31 |
|
|
2023
Q1 | $1.96M | Sell |
7,865
-29
| -0.4% | -$7.24K | 0.8% | 31 |
|
|
2022
Q4 | $1.68M | Sell |
7,894
-50
| -0.6% | -$10.7K | 0.65% | 39 |
|
|
2022
Q3 | $1.7M | Sell |
7,944
-44
| -0.6% | -$9.42K | 0.73% | 29 |
|
|
2022
Q2 | $1.78M | Sell |
7,988
-454
| -5% | -$101K | 0.74% | 34 |
|
|
2022
Q1 | $2.43M | Buy |
8,442
+298
| +4% | +$85.7K | 0.88% | 23 |
|
|
2021
Q4 | $2.61M | Buy |
+8,144
| New | +$2.61M | 0.91% | 24 |
|