J.W. Cole 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
Q4 | $26.5M | Buy |
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|
2025
Q3 | $58M | Buy |
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|
2025
Q2 | $51.6M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $28.5M | Buy |
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|
2024
Q3 | $26.1M | Buy |
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|
2024
Q2 | $24.5M | Sell |
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|
2024
Q1 | $23.7M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $9.19M | Sell |
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|
2022
Q4 | $8.04M | Sell |
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|
2022
Q3 | $8.24M | Sell |
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|
2022
Q2 | $9.01M | Sell |
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|
2022
Q1 | $17.9M | Sell |
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|
2021
Q4 | $20.4M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $8.63M | Sell |
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|
2020
Q4 | $9.15M | Sell |
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|
2020
Q3 | $12.2M | Sell |
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|
2020
Q2 | $11.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8.93M | Buy |
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