Montecito Bank & Trust’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 | $393K | Buy |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $249K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $984K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $202K | Buy |
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