Motive Wealth 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
Q3 | $563K | Sell |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $435K | Sell |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $479K | Hold |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $965K | Sell |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $3.14M | Sell |
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|
2021
Q3 | $4.9M | Sell |
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|
2021
Q2 | $5.15M | Buy |
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