Intellectus Partners’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 | $985K | Hold |
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|
2025
Q1 | $833K | Buy |
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|
2024
Q4 | $919K | Hold |
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|
2024
Q3 | $860K | Hold |
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|
2024
Q2 | $839K | Hold |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $696K | Sell |
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|
2023
Q3 | $637K | Hold |
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|
2023
Q2 | $662K | Hold |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $498K | Hold |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $857K | Sell |
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|
2021
Q3 | $920K | Sell |
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|
2021
Q2 | $952K | Sell |
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|
2021
Q1 | $995K | Hold |
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|
2020
Q4 | $980K | Sell |
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|
2020
Q3 | $895K | Buy |
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|
2020
Q2 | $752K | Sell |
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|
2020
Q1 | $599K | Buy |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $39K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $973K | Hold |
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|
2018
Q2 | $903K | Hold |
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|
2018
Q1 | $855K | Hold |
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|
2017
Q4 | $847K | Hold |
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|
2017
Q3 | $800K | Hold |
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|
2017
Q2 | $765K | Hold |
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|
2017
Q1 | $733K | Hold |
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|
2016
Q4 | $672K | Buy |
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