MA Private Wealth’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
$7.5M Sell
2025
Q2
$6.92M Sell
2025
Q1
$5.87M Hold
2024
Q4
$6.49M Sell
2024
Q3
$6.09M Sell
2024
Q2
$6.06M Sell
2024
Q1
$5.6M Sell
2023
Q4
$5.11M Sell
2023
Q3
$4.57M Sell
2023
Q2
$4.74M Sell
2023
Q1
$4.18M Sell
2022
Q4
$6.35M Sell
2022
Q3
$6.84M Sell
2022
Q2
$6.99M Sell
2022
Q1
$15.1M Sell
2021
Q4
$18.3M Buy
2021
Q3
$16.4M Buy
2021
Q2
$16.1M Sell
2021
Q1
$14.5M Buy
2020
Q4
$13.5M Sell
2020
Q3
$12.3M Sell
2020
Q2
$11.4M Sell
2020
Q1
$9.48M Sell
2019
Q4
$11.2M Sell
2019
Q3
$14.2M Sell
2019
Q2
$14.9M Sell
2019
Q1
$16.2M Sell
2018
Q4
$16.7M Buy