Mountain Capital 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
$124M Buy
2025
Q1
$98.1M Buy
2024
Q4
$105M Sell
2024
Q3
$111M Buy
2024
Q2
$92.5M Sell
2024
Q1
$82.7M Sell
2023
Q4
$75.9M Buy
2023
Q3
$70.2M Buy
2023
Q2
$64.8M Buy
2017
Q4
Sell
2017
Q3
$1K Buy