JPLA
Joseph P. Lucia & Associates’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
565
| – | – | 0.1% | 131 |
|
|
2025
Q1 | $210K | Hold |
565
| – | – | 0.1% | 129 |
|
|
2024
Q4 | $232K | Sell |
565
-50
| -8% | -$20.5K | 0.1% | 121 |
|
|
2024
Q3 | $236K | Hold |
615
| – | – | 0.11% | 114 |
|
|
2024
Q2 | $230K | Hold |
615
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $212K | Buy |
+615
| New | +$212K | 0.11% | 115 |
|
|
2022
Q3 | – | Sell |
-695
| Closed | -$155K | – | 436 |
|
|
2022
Q2 | $155K | Hold |
695
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $200K | Sell |
695
-85
| -11% | -$24.5K | 0.12% | 118 |
|
|
2021
Q4 | $250K | Hold |
780
| – | – | 0.16% | 107 |
|
|
2021
Q3 | $226K | Hold |
780
| – | – | 0.13% | 121 |
|
|
2021
Q2 | $224K | Hold |
780
| – | – | 0.13% | 118 |
|
|
2021
Q1 | $200K | Hold |
780
| – | – | 0.09% | 113 |
|
|
2020
Q4 | $198K | Buy |
+780
| New | +$198K | 0.14% | 103 |
|
|
2020
Q3 | – | Sell |
-780
| Closed | -$158K | – | 453 |
|
|
2020
Q2 | $158K | Hold |
780
| – | – | 0.14% | 99 |
|
|
2020
Q1 | $122K | Sell |
780
-148
| -16% | -$23.1K | 0.14% | 104 |
|
|
2019
Q4 | $169K | Hold |
928
| – | – | 0.15% | 104 |
|
|
2019
Q3 | $154K | Buy |
928
+360
| +63% | +$59.7K | 0.16% | 100 |
|
|
2019
Q2 | $93K | Sell |
568
-38,685
| -99% | -$6.33M | 0.1% | 125 |
|
|
2019
Q1 | $245 | Buy |
+39,253
| New | +$245 | 0.02% | 207 |
|