Keudell/Morrison Wealth Management’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 | $657K | Buy |
|
|||||
|
2025
Q1 | $554K | Buy |
|
|||||
|
2024
Q4 | $605K | Buy |
|
|||||
|
2024
Q3 | $541K | Buy |
|
|||||
|
2024
Q2 | $514K | Buy |
|
|||||
|
2024
Q1 | $468K | Buy |
|
|||||
|
2023
Q4 | $410K | Hold |
|
|||||
|
2023
Q3 | $359K | Hold |
|
|||||
|
2023
Q2 | $373K | Buy |
|
|||||
|
2023
Q1 | $320K | Hold |
|
|||||
|
2022
Q4 | $274K | Sell |
|
|||||
|
2022
Q3 | $416K | Sell |
|
|||||
|
2022
Q2 | $1.25M | Buy |
|
|||||
|
2022
Q1 | $1.42M | Sell |
|
|||||
|
2021
Q4 | $11.6M | Buy |
|
|||||
|
2021
Q3 | $729K | Buy |
|
|||||
|
2021
Q2 | $655K | Sell |
|
|||||
|
2021
Q1 | $611K | Buy |
|