Obermeyer 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
$1.84M Buy
2025
Q2
$1.02M Buy
2025
Q1
$521K Buy
2024
Q4
$484K Buy
2024
Q3
$335K Sell
2024
Q2
$352K Buy
2022
Q2
Sell
2022
Q1
$341K Hold
2021
Q4
$381K Hold
2021
Q3
$344K Buy