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
Q2 | $19.7M | Buy |
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|
2025
Q1 | $16.5M | Buy |
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|
2024
Q4 | $18.2M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $9.2M | Buy |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $812K | Buy |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $597K | Sell |
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|
2021
Q3 | $624K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $515K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $150K | Buy |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $41K | Buy |
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