Martel Wealth 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 | $110M | Sell |
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|
2025
Q2 | $102M | Buy |
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|
2025
Q1 | $85M | Sell |
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|
2024
Q4 | $96.7M | Buy |
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|
2024
Q3 | $89.3M | Sell |
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|
2024
Q2 | $89.8M | Sell |
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|
2024
Q1 | $85.4M | Sell |
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|
2023
Q4 | $80.3M | Sell |
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|
2023
Q3 | $71.2M | Sell |
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|
2023
Q2 | $75.6M | Sell |
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|
2023
Q1 | $68.8M | Buy |
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|
2022
Q4 | $57.3M | Buy |
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|
2022
Q3 | $53.8M | Buy |
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|
2022
Q2 | $55M | Buy |
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|
2022
Q1 | $67.7M | Buy |
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|
2021
Q4 | $73.8M | Sell |
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|
2021
Q3 | $67.2M | Sell |
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|
2021
Q2 | $68.4M | Buy |
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|
2021
Q1 | $59.1M | Sell |
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|
2020
Q4 | $59.1M | Sell |
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|
2020
Q3 | $55.1M | Sell |
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|
2020
Q2 | $50.6M | Sell |
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|
2020
Q1 | $40.3M | Sell |
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|
2019
Q4 | $47.3M | Sell |
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|
2019
Q3 | $43.8M | Sell |
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|
2019
Q2 | $43.1M | Sell |
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|
2019
Q1 | $41.7M | Buy |
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|
2018
Q4 | $35.5M | Buy |
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|
2018
Q3 | $42.4M | Buy |
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