LAS
Lloyd Advisory Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
+3,691
| New | +$1.62M | 0.78% | 27 |
|
|
2024
Q3 | – | Sell |
-4,283
| Closed | -$1.6M | – | 113 |
|
|
2024
Q2 | $1.6M | Sell |
4,283
-2,966
| -41% | -$1.11M | 0.75% | 32 |
|
|
2024
Q1 | $2.59M | Buy |
+7,249
| New | +$2.59M | 0.55% | 21 |
|
|
2022
Q2 | – | Sell |
-10,251
| Closed | -$2.95M | – | 576 |
|
|
2022
Q1 | $2.95M | Sell |
10,251
-667
| -6% | -$192K | 1.37% | 19 |
|
|
2021
Q4 | $3.5M | Buy |
10,918
+9,601
| +729% | +$3.08M | 1.62% | 20 |
|
|
2021
Q3 | $382K | Buy |
1,317
+1,037
| +370% | +$301K | 0.2% | 43 |
|
|
2021
Q2 | $80K | Buy |
280
+263
| +1,547% | +$75.1K | 0.04% | 130 |
|
|
2021
Q1 | $5K | Buy |
17
+13
| +325% | +$3.82K | ﹤0.01% | 297 |
|
|
2020
Q4 | $1K | Sell |
4
-7,905
| -100% | -$1.98M | ﹤0.01% | 352 |
|
|
2020
Q3 | $1.8M | Buy |
7,909
+7,782
| +6,128% | +$1.77M | 1.09% | 12 |
|
|
2020
Q2 | $26K | Sell |
127
-4,086
| -97% | -$837K | 0.02% | 152 |
|
|
2020
Q1 | $660K | Buy |
+4,213
| New | +$660K | 0.49% | 15 |
|