Oak Harbor Wealth Partners’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 | $294K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $61.2K | Hold |
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|
2024
Q4 | $67.7K | Hold |
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|
2024
Q3 | $63.3K | Hold |
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|
2024
Q2 | $61.7K | Sell |
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|
2024
Q1 | $67.1K | Hold |
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|
2023
Q4 | $60.6K | Hold |
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|
2023
Q3 | $53.1K | Hold |
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|
2023
Q2 | $55.2K | Hold |
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|
2023
Q1 | $48.6K | Hold |
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|
2022
Q4 | $41.6K | Buy |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $71K | Buy |
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