OHWA
Oak Hill Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Buy |
68,833
+3,922
| +6% | +$1.72M | 6.25% | 4 |
|
|
2025
Q1 | $24.1M | Buy |
64,911
+1,191
| +2% | +$442K | 5.58% | 5 |
|
|
2024
Q4 | $26.2M | Buy |
+63,720
| New | +$26.2M | 6.23% | 5 |
|
|
2024
Q3 | – | Sell |
-9,256
| Closed | -$3.46M | – | 110 |
|
|
2024
Q2 | $3.46M | Buy |
+9,256
| New | +$3.46M | 1.05% | 17 |
|
|
2024
Q1 | – | Sell |
-2,861
| Closed | -$889K | – | 100 |
|
|
2023
Q4 | $889K | Buy |
2,861
+24
| +0.8% | +$7.46K | 0.31% | 41 |
|
|
2023
Q3 | $773K | Sell |
2,837
-212
| -7% | -$57.7K | 0.3% | 42 |
|
|
2023
Q2 | $863K | Buy |
3,049
+39
| +1% | +$11K | 0.32% | 41 |
|
|
2023
Q1 | $751K | Sell |
3,010
-2
| -0.1% | -$499 | 0.3% | 47 |
|
|
2022
Q4 | $642K | Buy |
+3,012
| New | +$642K | 0.27% | 54 |
|