Level 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
Q3 | $8.85M | Buy |
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|
2025
Q2 | $7.52M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $2.64M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $695K | Buy |
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|
2023
Q2 | $721K | Sell |
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|
2023
Q1 | $637K | Sell |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $598K | Buy |
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|
2021
Q4 | $366K | Buy |
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