MCWS
McKinley Carter Wealth Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Sell |
18,557
-10
| -0.1% | -$4.38K | 0.45% | 51 |
|
|
2025
Q1 | $6.89M | Sell |
18,567
-277
| -1% | -$103K | 0.42% | 51 |
|
|
2024
Q4 | $7.73M | Sell |
18,844
-540
| -3% | -$222K | 0.47% | 50 |
|
|
2024
Q3 | $7.44M | Sell |
19,384
-62
| -0.3% | -$23.8K | 0.45% | 50 |
|
|
2024
Q2 | $7.27M | Sell |
19,446
-185
| -0.9% | -$69.2K | 0.46% | 53 |
|
|
2024
Q1 | $6.76M | Sell |
19,631
-454
| -2% | -$156K | 0.45% | 54 |
|
|
2023
Q4 | $6.24M | Sell |
20,085
-249
| -1% | -$77.4K | 0.46% | 54 |
|
|
2023
Q3 | $5.54M | Sell |
20,334
-935
| -4% | -$255K | 0.44% | 52 |
|
|
2023
Q2 | $6.02M | Sell |
21,269
-334
| -2% | -$94.5K | 0.45% | 50 |
|
|
2023
Q1 | $5.39M | Buy |
21,603
+24
| +0.1% | +$5.99K | 0.42% | 52 |
|
|
2022
Q4 | $4.6M | Sell |
21,579
-450
| -2% | -$95.9K | 0.39% | 55 |
|
|
2022
Q3 | $4.71M | Sell |
22,029
-713
| -3% | -$153K | 0.44% | 51 |
|
|
2022
Q2 | $5.07M | Sell |
22,742
-758
| -3% | -$169K | 0.45% | 47 |
|
|
2022
Q1 | $6.76M | Sell |
23,500
-1,688
| -7% | -$485K | 0.53% | 38 |
|
|
2021
Q4 | $8.08M | Sell |
25,188
-2,914
| -10% | -$935K | 0.6% | 37 |
|
|
2021
Q3 | $8.15M | Sell |
28,102
-309
| -1% | -$89.7K | 0.67% | 33 |
|
|
2021
Q2 | $8.15M | Sell |
28,411
-1,836
| -6% | -$527K | 0.67% | 29 |
|
|
2021
Q1 | $7.77M | Sell |
30,247
-405
| -1% | -$104K | 0.66% | 29 |
|
|
2020
Q4 | $7.77M | Buy |
+30,652
| New | +$7.77M | 1.02% | 17 |
|
|
2020
Q1 | – | Sell |
-8,092
| Closed | -$1.47M | – | 186 |
|
|
2019
Q4 | $1.47M | Buy |
8,092
+86
| +1% | +$15.7K | 0.34% | 65 |
|
|
2019
Q3 | $1.33M | Buy |
8,006
+586
| +8% | +$97.4K | 0.34% | 67 |
|
|
2019
Q2 | $1.21M | Buy |
7,420
+4
| +0.1% | +$653 | 0.33% | 64 |
|
|
2019
Q1 | $1.16M | Hold |
7,416
| – | – | 0.33% | 66 |
|
|
2018
Q4 | $996K | Buy |
+7,416
| New | +$996K | 0.33% | 69 |
|
|
2018
Q2 | – | Sell |
-345
| Closed | -$49K | – | 384 |
|
|
2018
Q1 | $49K | Buy |
+345
| New | +$49K | 0.02% | 261 |
|
|
2016
Q1 | – | Sell |
-9,217
| Closed | -$981K | – | 130 |
|
|
2015
Q4 | $981K | Buy |
9,217
+7
| +0.1% | +$745 | 0.56% | 50 |
|
|
2015
Q3 | $924K | Buy |
+9,210
| New | +$924K | 0.58% | 51 |
|