Moneta Group Investment 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
Q2 | $381M | Buy |
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|
2025
Q1 | $300M | Buy |
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|
2024
Q4 | $322M | Buy |
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|
2024
Q3 | $291M | Buy |
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|
2024
Q2 | $273M | Buy |
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|
2024
Q1 | $250M | Buy |
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|
2023
Q4 | $178M | Buy |
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|
2023
Q3 | $148M | Buy |
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|
2023
Q2 | $146M | Buy |
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|
2023
Q1 | $121M | Buy |
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|
2022
Q4 | $79.9M | Sell |
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|
2022
Q3 | $76.5M | Sell |
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|
2022
Q2 | $89.6M | Buy |
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|
2022
Q1 | $74.8M | Buy |
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|
2021
Q4 | $73.8M | Buy |
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|
2021
Q3 | $61M | Buy |
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|
2021
Q2 | $57.3M | Buy |
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|
2021
Q1 | $47.1M | Buy |
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|
2020
Q4 | $20.1M | Sell |
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|
2020
Q3 | $19.3M | Sell |
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|
2020
Q2 | $17.2M | Buy |
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|
2020
Q1 | $13.3M | Buy |
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|
2019
Q4 | $14.9M | Sell |
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|
2019
Q3 | $14.9M | Sell |
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|
2019
Q2 | $14.9M | Sell |
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|
2019
Q1 | $15M | Buy |
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|
2018
Q4 | $11.7M | Buy |
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|
2018
Q3 | $13.9M | Buy |
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|
2018
Q2 | $9.49M | Buy |
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|
2018
Q1 | $7.65M | Buy |
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|
2017
Q4 | $2.06M | Buy |
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|
2017
Q3 | $1.9M | Hold |
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|
2017
Q2 | $1.82M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $39K | Buy |
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