HWA
Hilltop Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
2,176
-24
| -1% | -$10.5K | 0.54% | 25 |
|
|
2025
Q1 | $816K | Sell |
2,200
-48
| -2% | -$17.8K | 0.46% | 27 |
|
|
2024
Q4 | $923K | Sell |
2,248
-18
| -0.8% | -$7.39K | 0.47% | 26 |
|
|
2024
Q3 | $870K | Sell |
2,266
-1
| -0% | -$384 | 0.41% | 27 |
|
|
2024
Q2 | $848K | Sell |
2,267
-114
| -5% | -$42.6K | 0.43% | 28 |
|
|
2024
Q1 | $820K | Sell |
2,381
-425
| -15% | -$146K | 0.42% | 28 |
|
|
2023
Q4 | $872K | Sell |
2,806
-85
| -3% | -$26.4K | 0.5% | 22 |
|
|
2023
Q3 | $787K | Sell |
2,891
-334
| -10% | -$91K | 0.61% | 19 |
|
|
2023
Q2 | $912K | Buy |
3,225
+1,524
| +90% | +$431K | 0.67% | 19 |
|
|
2023
Q1 | $424K | Sell |
1,701
-14
| -0.8% | -$3.49K | 0.34% | 28 |
|
|
2022
Q4 | $365K | Hold |
1,715
| – | – | 0.31% | 29 |
|
|
2022
Q3 | $367K | Hold |
1,715
| – | – | 0.38% | 27 |
|
|
2022
Q2 | $382K | Sell |
1,715
-2
| -0.1% | -$445 | 0.37% | 20 |
|
|
2022
Q1 | $494K | Sell |
1,717
-1
| -0.1% | -$288 | 0.42% | 18 |
|
|
2021
Q4 | $551K | Sell |
1,718
-28
| -2% | -$8.98K | 0.38% | 20 |
|
|
2021
Q3 | $507K | Sell |
1,746
-16
| -0.9% | -$4.65K | 0.36% | 20 |
|
|
2021
Q2 | $505K | Sell |
1,762
-10
| -0.6% | -$2.87K | 0.36% | 20 |
|
|
2021
Q1 | $455K | Sell |
1,772
-39
| -2% | -$10K | 0.35% | 19 |
|
|
2020
Q4 | $459K | Hold |
1,811
| – | – | 0.41% | 17 |
|
|
2020
Q3 | $412K | Sell |
1,811
-68
| -4% | -$15.5K | 0.42% | 16 |
|
|
2020
Q2 | $380K | Sell |
1,879
-193
| -9% | -$39K | 0.42% | 17 |
|
|
2020
Q1 | $325K | Hold |
2,072
| – | – | 0.4% | 15 |
|
|
2019
Q4 | $377K | Buy |
+2,072
| New | +$377K | 0.39% | 18 |
|