Hillcrest 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
Q2 | $4.34M | Sell |
|
|||||
|
2025
Q1 | $3.73M | Hold |
|
|||||
|
2024
Q4 | $4.12M | Sell |
|
|||||
|
2024
Q3 | $3.95M | Hold |
|
|||||
|
2024
Q2 | $3.85M | Hold |
|
|||||
|
2024
Q1 | $3.55M | Hold |
|
|||||
|
2023
Q4 | $3.2M | Hold |
|
|||||
|
2023
Q3 | $2.8M | Sell |
|
|||||
|
2023
Q2 | $3M | Sell |
|
|||||
|
2023
Q1 | $2.78M | Hold |
|
|||||
|
2022
Q4 | $2.38M | Hold |
|
|||||
|
2022
Q3 | $2.39M | Hold |
|
|||||
|
2022
Q2 | $2.49M | Hold |
|
|||||
|
2022
Q1 | $3.21M | Sell |
|
|||||
|
2021
Q4 | $3.82M | Hold |
|
|||||
|
2021
Q3 | $3.45M | Sell |
|
|||||
|
2021
Q2 | $3.58M | Sell |
|
|||||
|
2021
Q1 | $4.03M | Hold |
|
|||||
|
2020
Q4 | $3.98M | Sell |
|
|||||
|
2020
Q3 | $3.69M | Sell |
|
|||||
|
2020
Q2 | $3.89M | Buy |
|
|||||
|
2020
Q1 | $3.02M | Hold |
|
|||||
|
2019
Q4 | $3.51M | Hold |
|
|||||
|
2019
Q3 | $3.2M | Sell |
|
|||||
|
2019
Q2 | $3.15M | Sell |
|
|||||
|
2019
Q1 | $3.1M | Buy |
|
|||||
|
2018
Q4 | $2.56M | Buy |
|