MLRA
Main Line Retirement Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
25,599
+1,172
| +5% | +$514K | 6.39% | 7 |
|
|
2025
Q1 | $9.06M | Buy |
24,427
+329
| +1% | +$122K | 5.88% | 7 |
|
|
2024
Q4 | $9.89M | Buy |
24,098
+720
| +3% | +$296K | 6.52% | 7 |
|
|
2024
Q3 | $8.98M | Buy |
23,378
+1,390
| +6% | +$534K | 6.15% | 9 |
|
|
2024
Q2 | $8.22M | Buy |
21,988
+685
| +3% | +$256K | 6.29% | 9 |
|
|
2024
Q1 | $7.33M | Buy |
21,303
+1,212
| +6% | +$417K | 5.76% | 9 |
|
|
2023
Q4 | $6.25M | Buy |
+20,091
| New | +$6.25M | 5.43% | 9 |
|
|
2023
Q2 | $5.36M | Buy |
+18,931
| New | +$5.36M | 5.04% | 10 |
|