Marks Group 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
Q2 | $2.18M | Sell |
|
|||||
|
2025
Q1 | $1.92M | Sell |
|
|||||
|
2024
Q4 | $2.14M | Sell |
|
|||||
|
2024
Q3 | $2.1M | Hold |
|
|||||
|
2024
Q2 | $2.05M | Sell |
|
|||||
|
2024
Q1 | $1.91M | Buy |
|
|||||
|
2023
Q4 | $1.69M | Buy |
|
|||||
|
2023
Q3 | $1.46M | Buy |
|
|||||
|
2023
Q2 | $1.49M | Sell |
|
|||||
|
2023
Q1 | $1.32M | Buy |
|
|||||
|
2022
Q4 | $441K | Buy |
|
|||||
|
2022
Q3 | $427K | Hold |
|
|||||
|
2022
Q2 | $444K | Buy |
|
|||||
|
2022
Q1 | $548K | Sell |
|
|||||
|
2021
Q4 | $618K | Sell |
|
|||||
|
2021
Q3 | $569K | Buy |
|
|||||
|
2021
Q2 | $473K | Sell |
|
|||||
|
2021
Q1 | $433K | Sell |
|
|||||
|
2020
Q4 | $457K | Buy |
|
|||||
|
2020
Q3 | $360K | Hold |
|
|||||
|
2020
Q2 | $319K | Sell |
|
|||||
|
2020
Q1 | $313K | Buy |
|
|||||
|
2019
Q4 | $351K | Buy |
|