Occidental Asset Management’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 | $1.98M | Buy |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $3.13M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $250K | Buy |
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