HM Payson & Co’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 | $450K | Buy |
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|
2025
Q2 | $409K | Hold |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $590K | Hold |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $338K | Buy |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $239K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $338K | Sell |
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|
2018
Q2 | $507K | Buy |
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|
2018
Q1 | $429K | Buy |
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|
2017
Q4 | $370K | Buy |
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|
2017
Q3 | $297K | Sell |
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|
2017
Q2 | $297K | Hold |
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|
2017
Q1 | $284K | Buy |
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