Insight Wealth Strategies’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 | – | Sell |
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2025
Q2 | $476K | Hold |
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2025
Q1 | $407K | Buy |
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2024
Q4 | $450K | Sell |
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2024
Q3 | $428K | Sell |
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2024
Q2 | $443K | Buy |
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2024
Q1 | $391K | Buy |
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2023
Q4 | $348K | Sell |
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2023
Q3 | $345K | Buy |
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2023
Q2 | $310K | Hold |
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2023
Q1 | $273K | Hold |
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2022
Q4 | $234K | Hold |
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2022
Q3 | $244K | Hold |
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2022
Q2 | $244K | Hold |
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2022
Q1 | $315K | Hold |
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2021
Q4 | $352K | Hold |
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2021
Q3 | $318K | Hold |
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2021
Q2 | $314K | Hold |
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2021
Q1 | $282K | Hold |
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2020
Q4 | $278K | Hold |
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2020
Q3 | $249K | Hold |
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2020
Q2 | $221K | Buy |
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