J.W. Coons 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
Q2 | $565K | Sell |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $918K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $907K | Buy |
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|
2021
Q2 | $813K | Sell |
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|
2021
Q1 | $770K | Sell |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $737K | Buy |
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|
2020
Q2 | $566K | Buy |
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|
2020
Q1 | $338K | Buy |
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