Obermeyer Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,334
+929
| +66% | +$407K | 0.05% | 106 |
|
|
2025
Q1 | $521K | Buy |
1,405
+226
| +19% | +$83.8K | 0.03% | 147 |
|
|
2024
Q4 | $484K | Buy |
1,179
+306
| +35% | +$126K | 0.03% | 157 |
|
|
2024
Q3 | $335K | Sell |
873
-68
| -7% | -$26.1K | 0.02% | 193 |
|
|
2024
Q2 | $352K | Buy |
+941
| New | +$352K | 0.02% | 179 |
|
|
2022
Q2 | – | Sell |
-1,186
| Closed | -$341K | – | 239 |
|
|
2022
Q1 | $341K | Hold |
1,186
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $381K | Hold |
1,186
| – | – | 0.02% | 141 |
|
|
2021
Q3 | $344K | Buy |
+1,186
| New | +$344K | 0.02% | 151 |
|