Moss Adams Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
814
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $302K | Buy |
814
+39
| +5% | +$14.5K | 0.03% | 163 |
|
|
2024
Q4 | $318K | Hold |
775
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $298K | Sell |
775
-4
| -0.5% | -$1.54K | 0.03% | 144 |
|
|
2024
Q2 | $292K | Sell |
779
-18
| -2% | -$6.74K | 0.04% | 119 |
|
|
2024
Q1 | $274K | Buy |
797
+22
| +3% | +$7.57K | 0.04% | 116 |
|
|
2023
Q4 | $241K | Sell |
775
-600
| -44% | -$187K | 0.05% | 103 |
|
|
2023
Q3 | $374K | Hold |
1,375
| – | – | 0.13% | 53 |
|
|
2023
Q2 | $389K | Hold |
1,375
| – | – | 0.13% | 52 |
|
|
2023
Q1 | $343K | Hold |
1,375
| – | – | 0.12% | 55 |
|
|
2022
Q4 | $293K | Buy |
+1,375
| New | +$293K | 0.15% | 73 |
|