Kelleher Financial 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 | $5.23M | Buy |
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|
2025
Q1 | $4.36M | Hold |
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|
2024
Q4 | $4.83M | Hold |
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|
2024
Q3 | $4.51M | Hold |
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|
2024
Q2 | $4.4M | Hold |
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|
2024
Q1 | $4.05M | Sell |
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|
2023
Q4 | $4.02M | Buy |
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|
2023
Q3 | $3.31M | Sell |
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|
2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $769K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $687K | Sell |
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|
2021
Q1 | $898K | Buy |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q3 | $518K | Hold |
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|
2020
Q2 | $459K | Buy |
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|
2020
Q1 | $338K | Buy |
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