Montag & Associates’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 | $4.98M | Buy |
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|
2025
Q2 | $4.5M | Buy |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $4.17M | Sell |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.86M | Sell |
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|
2024
Q1 | $4.11M | Buy |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $2.76M | Buy |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $890K | Buy |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $767K | Hold |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $595K | Hold |
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|
2019
Q4 | $692K | Hold |
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|
2019
Q3 | $632K | Hold |
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|
2019
Q2 | $621K | Hold |
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|
2019
Q1 | $594K | Hold |
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|
2018
Q4 | $510K | Buy |
|