O'Brien 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
Q4 | $22.2M | Sell |
273,180
-3,702
| -1% | -$300K | 2.94% | 13 |
|
|
2025
Q3 | $22.1M | Buy |
276,882
+7,356
| +3% | +$562K | 3% | 13 |
|
|
2025
Q2 | $19.7M | Buy |
269,526
+3,240
| +1% | +$213K | 3.09% | 12 |
|
|
2025
Q1 | $16.5M | Buy |
266,286
+264
| +0.1% | +$17.8K | 3.06% | 10 |
|
|
2024
Q4 | $18.2M | Buy |
266,022
+26,028
| +11% | +$1.75M | 3.28% | 11 |
|
|
2024
Q3 | $15.4M | Buy |
239,994
+50,940
| +27% | +$3.16M | 3.01% | 13 |
|
|
2024
Q2 | $11.8M | Buy |
189,054
+28,614
| +18% | +$1.67M | 2.65% | 12 |
|
|
2024
Q1 | $9.2M | Buy |
160,440
+79,602
| +98% | +$4.38M | 2.13% | 13 |
|
|
2023
Q4 | $4.19M | Buy |
80,838
+26,946
| +50% | +$1.3M | 1.09% | 16 |
|
|
2023
Q3 | $2.45M | Buy |
53,892
+36,672
| +213% | +$1.73M | 0.7% | 16 |
|
|
2023
Q2 | $812K | Buy |
17,220
+4,110
| +31% | +$178K | 0.24% | 18 |
|
|
2023
Q1 | $545K | Buy |
13,110
+576
| +5% | +$22.4K | 0.17% | 20 |
|
|
2022
Q4 | $445K | Sell |
12,534
-816
| -6% | -$30K | 0.18% | 21 |
|
|
2022
Q3 | $476K | Sell |
13,350
-1,314
| -9% | -$52.8K | 0.2% | 23 |
|
|
2022
Q2 | $545K | Buy |
14,664
+1,908
| +15% | +$78.4K | 0.23% | 18 |
|
|
2022
Q1 | $499K | Buy |
12,756
+318
| +3% | +$15K | 0.2% | 19 |
|
|
2021
Q4 | $597K | Sell |
12,438
-450
| -3% | -$23.4K | 0.21% | 16 |
|
|
2021
Q3 | $624K | Sell |
12,888
-168
| -1% | -$8.36K | 0.22% | 17 |
|
|
2021
Q2 | $638K | Sell |
13,056
-42
| -0.3% | -$1.91K | 0.21% | 23 |
|
|
2021
Q1 | $590K | Buy |
13,098
+1,086
| +9% | +$46.5K | 0.2% | 23 |
|
|
2020
Q4 | $515K | Buy |
12,012
+1,434
| +14% | +$57.2K | 0.19% | 21 |
|
|
2020
Q3 | $409K | Buy |
+10,578
| New | +$391K | 0.17% | 20 |
|
|
2020
Q1 | – | Sell |
-11,352
| Closed | -$350K | – | 44 |
|
|
2019
Q4 | $350K | Buy |
+11,352
| New | +$328K | 0.25% | 28 |
|
|
2018
Q4 | – | Sell |
-5,586
| Closed | -$150K | – | 198 |
|
|
2018
Q3 | $150K | Buy |
5,586
+3,858
| +223% | +$101K | 0.1% | 42 |
|
|
2018
Q2 | $43K | Hold |
1,728
| – | – | 0.03% | 40 |
|
|
2018
Q1 | $41K | Buy |
+1,728
| New | +$42.1K | 0.03% | 68 |
|
Other funds holding VUG
