Laird Norton Wetherby 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
Q3 | $3.97M | Buy |
49,710
+240
| +0.5% | +$18.3K | 0.16% | 117 |
|
|
2025
Q2 | $3.61M | Buy |
+49,470
| New | +$3.26M | 0.16% | 118 |
|
|
2024
Q4 | $3.55M | Buy |
51,954
+1,470
| +3% | +$98.8K | 0.17% | 105 |
|
|
2024
Q3 | $3.23M | Buy |
50,484
+2,064
| +4% | +$128K | 0.15% | 127 |
|
|
2024
Q2 | $3.02M | Sell |
48,420
-1,728
| -3% | -$101K | 0.14% | 136 |
|
|
2024
Q1 | $2.88M | Buy |
50,148
+180
| +0.4% | +$9.9K | 0.14% | 140 |
|
|
2023
Q4 | $2.59M | Buy |
49,968
+1,956
| +4% | +$94.4K | 0.13% | 149 |
|
|
2023
Q3 | $2.18M | Sell |
48,012
-222
| -0.5% | -$10.5K | 0.12% | 161 |
|
|
2023
Q2 | $2.27M | Buy |
48,234
+2,478
| +5% | +$107K | 0.12% | 165 |
|
|
2023
Q1 | $1.9M | Buy |
45,756
+276
| +0.6% | +$10.7K | 0.11% | 194 |
|
|
2022
Q4 | $1.62M | Hold |
45,480
| – | – | 0.1% | 212 |
|
|
2022
Q3 | $1.62M | Buy |
45,480
+840
| +2% | +$33.8K | 0.11% | 184 |
|
|
2022
Q2 | $1.66M | Buy |
44,640
+606
| +1% | +$24.9K | 0.11% | 183 |
|
|
2022
Q1 | $2.11M | Buy |
44,034
+348
| +0.8% | +$16.5K | 0.12% | 158 |
|
|
2021
Q4 | $2.34M | Hold |
43,686
| – | – | 0.13% | 142 |
|
|
2021
Q3 | $2.11M | Buy |
43,686
+72
| +0.2% | +$3.58K | 0.13% | 151 |
|
|
2021
Q2 | $2.08M | Hold |
43,614
| – | – | 0.13% | 149 |
|
|
2021
Q1 | $1.87M | Sell |
43,614
-7,404
| -15% | -$317K | 0.14% | 144 |
|
|
2020
Q4 | $2.15M | Hold |
51,018
| – | – | 0.15% | 136 |
|
|
2020
Q3 | $1.94M | Buy |
51,018
+6,000
| +13% | +$222K | 0.17% | 116 |
|
|
2020
Q2 | $1.52M | Hold |
45,018
| – | – | 0.14% | 139 |
|
|
2020
Q1 | $1.18M | Hold |
45,018
| – | – | 0.13% | 159 |
|
|
2019
Q4 | $1.37M | Hold |
45,018
| – | – | 0.13% | 166 |
|
|
2019
Q3 | $1.25M | Hold |
45,018
| – | – | 0.13% | 175 |
|
|
2019
Q2 | $1.23M | Hold |
45,018
| – | – | 0.13% | 172 |
|
|
2019
Q1 | $1.17M | Hold |
45,018
| – | – | 0.15% | 149 |
|
|
2018
Q4 | $1.01M | Hold |
45,018
| – | – | 0.14% | 158 |
|
|
2018
Q3 | $1.21M | Buy |
45,018
+12,000
| +36% | +$314K | 0.15% | 149 |
|
|
2018
Q2 | $824K | Hold |
33,018
| – | – | 0.11% | 211 |
|
|
2018
Q1 | $781K | Buy |
33,018
+138
| +0.4% | +$3.36K | 0.11% | 223 |
|
|
2017
Q4 | $771K | Hold |
32,880
| – | – | 0.11% | 228 |
|
|
2017
Q3 | $727K | Hold |
32,880
| – | – | 0.11% | 226 |
|
|
2017
Q2 | $696K | Hold |
32,880
| – | – | 0.12% | 221 |
|
|
2017
Q1 | $667K | Hold |
32,880
| – | – | 0.12% | 221 |
|
|
2016
Q4 | $611K | Hold |
32,880
| – | – | 0.12% | 223 |
|
|
2016
Q3 | $615K | Sell |
32,880
-3,186
| -9% | -$59.3K | 0.12% | 206 |
|
|
2016
Q2 | $644K | Hold |
36,066
| – | – | 0.14% | 174 |
|
|
2016
Q1 | $640K | Hold |
36,066
| – | – | 0.15% | 156 |
|
|
2015
Q4 | $640K | Hold |
36,066
| – | – | 0.15% | 151 |
|
|
2015
Q3 | $603K | Hold |
36,066
| – | – | 0.15% | 156 |
|
|
2015
Q2 | $643K | Hold |
36,066
| – | – | 0.15% | 154 |
|
|
2015
Q1 | $629K | Hold |
36,066
| – | – | 0.15% | 156 |
|
|
2014
Q4 | $627K | Hold |
36,066
| – | – | 0.16% | 143 |
|
|
2014
Q3 | $599K | Hold |
36,066
| – | – | 0.17% | 146 |
|
|
2014
Q2 | $594K | Hold |
36,066
| – | – | 0.17% | 149 |
|
|
2014
Q1 | $562K | Hold |
36,066
| – | – | 0.16% | 161 |
|
|
2013
Q4 | $559K | Hold |
36,066
| – | – | 0.16% | 158 |
|
|
2013
Q3 | $509K | Buy |
36,066
+3,186
| +10% | +$43.9K | 0.16% | 157 |
|
|
2013
Q2 | $428K | Buy |
+32,880
| New | +$434K | 0.15% | 160 |
|