MCIA
Mountain Capital Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
285,908
+21,406
| +8% | +$9.29M | 23.84% | 2 |
|
|
2025
Q1 | $98.1M | Buy |
264,502
+12,215
| +5% | +$4.53M | 21.04% | 2 |
|
|
2024
Q4 | $105M | Sell |
252,287
-19,061
| -7% | -$7.93M | 21.72% | 2 |
|
|
2024
Q3 | $111M | Buy |
271,348
+32,376
| +14% | +$13.2M | 24.33% | 1 |
|
|
2024
Q2 | $92.5M | Sell |
238,972
-2,382
| -1% | -$922K | 22.95% | 2 |
|
|
2024
Q1 | $82.7M | Sell |
241,354
-5,142
| -2% | -$1.76M | 23.19% | 2 |
|
|
2023
Q4 | $75.9M | Buy |
246,496
+3,255
| +1% | +$1M | 25.63% | 2 |
|
|
2023
Q3 | $70.2M | Buy |
243,241
+18,294
| +8% | +$5.28M | 26.32% | 1 |
|
|
2023
Q2 | $64.8M | Buy |
+224,947
| New | +$64.8M | 24.44% | 2 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | -$1K | – | 419 |
|
|
2017
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 487 |
|