Mount Yale 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 | $403K | Buy |
|
|||||
|
2025
Q1 | $340K | Buy |
|
|||||
|
2024
Q4 | $342K | Sell |
|
|||||
|
2024
Q3 | $468K | Buy |
|
|||||
|
2024
Q2 | $456K | Sell |
|
|||||
|
2024
Q1 | $582K | Buy |
|
|||||
|
2023
Q4 | $507K | Buy |
|
|||||
|
2023
Q3 | $384K | Buy |
|
|||||
|
2023
Q2 | $345K | Buy |
|
|||||
|
2023
Q1 | $277K | Sell |
|
|||||
|
2022
Q4 | $286K | Sell |
|
|||||
|
2022
Q3 | $297K | Sell |
|
|||||
|
2022
Q2 | $343K | Sell |
|
|||||
|
2022
Q1 | $494K | Sell |
|
|||||
|
2021
Q4 | $587K | Buy |
|
|||||
|
2021
Q3 | $463K | Sell |
|
|||||
|
2021
Q2 | $488K | Hold |
|
|||||
|
2021
Q1 | $437K | Buy |
|