Meridian Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Meridian Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.1M	Buy	59,564 +1,574	+3%	+$689K	1.11%	14
2025 Q1	$21.5M	Buy	57,990 +1,947	+3%	+$722K	1.04%	14
2024 Q4	$23M	Buy	56,043 +458	+0.8%	+$188K	1.09%	14
2024 Q3	$21.3M	Buy	+55,585	New	+$21.3M	1.05%	14
2024 Q1	–	Sell	-45,528	Closed	-$14.2M	–	564
2023 Q4	$14.2M	Buy	45,528 +4,390	+11%	+$1.36M	0.9%	14
2023 Q3	$11.2M	Buy	41,138 +3,513	+9%	+$957K	0.69%	25
2023 Q2	$10.6M	Buy	37,625 +3,203	+9%	+$906K	0.9%	15
2023 Q1	$8.59M	Buy	34,422 +20,797	+153%	+$5.19M	0.75%	18
2022 Q4	$2.9M	Buy	13,625 +646	+5%	+$138K	0.28%	79
2022 Q3	$2.78M	Sell	12,979 -3,367	-21%	-$720K	0.3%	81
2022 Q2	$3.69M	Buy	16,346 +7,223	+79%	+$1.63M	0.3%	81
2022 Q1	$2.62M	Buy	9,123 +40	+0.4%	+$11.5K	0.29%	78
2021 Q4	$2.92M	Buy	9,083 +679	+8%	+$218K	0.31%	74
2021 Q3	$2.44M	Sell	8,404 -449	-5%	-$130K	0.3%	75
2021 Q2	$2.54M	Buy	8,853 +385	+5%	+$110K	0.32%	64
2021 Q1	$2.18M	Sell	8,468 -2,370	-22%	-$609K	0.32%	70
2020 Q4	$2.75M	Sell	10,838 -1,717	-14%	-$435K	0.44%	51
2020 Q3	$2.86M	Buy	12,555 +3,706	+42%	+$843K	0.7%	30
2020 Q2	$1.79M	Buy	8,849 +8	+0.1%	+$1.62K	0.6%	36
2020 Q1	$1.39M	Buy	8,841 +887	+11%	+$139K	0.61%	35
2019 Q4	$1.45M	Buy	7,954 +117	+1%	+$21.3K	0.7%	27
2019 Q3	$1.3M	Sell	7,837 -215	-3%	-$35.7K	0.61%	28
2019 Q2	$13.2K	Sell	8,052 -224	-3%	-$366	0.53%	29
2019 Q1	$1.29M	Buy	8,276 +334	+4%	+$52.2K	0.59%	32
2018 Q4	$1.07M	Buy	7,942 +4,109	+107%	+$552K	0.63%	34
2018 Q3	$617K	Sell	3,833 -3,613	-49%	-$582K	0.27%	67
2018 Q2	$1.12M	Sell	7,446 -6	-0.1%	-$898	0.52%	33
2018 Q1	$1.06M	Buy	7,452 +222	+3%	+$31.5K	0.53%	35
2017 Q4	$995K	Buy	7,230 +183	+3%	+$25.2K	0.61%	33
2017 Q3	$936K	Buy	7,047 +281	+4%	+$37.3K	0.59%	34
2017 Q2	$860K	Buy	6,766 +225	+3%	+$28.6K	0.54%	35
2017 Q1	$796K	Buy	6,541 +3,659	+127%	+$445K	0.48%	48
2016 Q4	$333K	Buy	+2,882	New	+$333K	0.26%	81