Kathleen S. Wright Associates’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 | $11.3M | Buy |
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|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $9.21M | Buy |
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|
2024
Q4 | $9.94M | Sell |
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|
2024
Q3 | $9.3M | Buy |
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|
2024
Q2 | $8.89M | Sell |
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|
2024
Q1 | $8.29M | Buy |
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|
2023
Q4 | $6.89M | Sell |
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|
2023
Q3 | $6.37M | Sell |
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|
2023
Q2 | $6.75M | Buy |
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|
2023
Q1 | $5.87M | Buy |
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|
2022
Q4 | $5M | Buy |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $3.98M | Buy |
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