Onyx Bridge Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.1M | Buy |
331,044
+87,504
| +36% | +$6.81M | 2.59% | 4 |
|
|
2025
Q4 | $19.8M | Buy |
243,540
+2,538
| +1% | +$206K | 2.11% | 6 |
|
|
2025
Q3 | $19.3M | Buy |
241,002
+43,782
| +22% | +$3.35M | 2.09% | 5 |
|
|
2025
Q2 | $14.4M | Sell |
197,220
-202,590
| -51% | -$13.3M | 1.91% | 9 |
|
|
2025
Q1 | $24.7M | Buy |
399,810
+234,342
| +142% | +$15.8M | 3.54% | 3 |
|
|
2024
Q4 | $11.3M | Sell |
165,468
-113,028
| -41% | -$7.59M | 1.63% | 14 |
|
|
2024
Q3 | $17.8M | Buy |
278,496
+26,514
| +11% | +$1.64M | 2.69% | 6 |
|
|
2024
Q2 | $15.7M | Sell |
251,982
-84,180
| -25% | -$4.91M | 2.58% | 7 |
|
|
2024
Q1 | $18.8M | Sell |
336,162
-87,102
| -21% | -$4.79M | 3.35% | 5 |
|
|
2023
Q4 | $21.9M | Buy |
423,264
+55,554
| +15% | +$2.68M | 4.43% | 3 |
|
|
2023
Q3 | $16.7M | Buy |
367,710
+232,356
| +172% | +$11M | 3.9% | 6 |
|
|
2023
Q2 | $6.38M | Buy |
135,354
+56,826
| +72% | +$2.46M | 1.53% | 18 |
|
|
2023
Q1 | $3.26M | Sell |
78,528
-8,388
| -10% | -$326K | 1.3% | 16 |
|
|
2022
Q4 | $3.1M | Sell |
86,916
-45,408
| -34% | -$1.67M | 1.26% | 15 |
|
|
2022
Q3 | $4.64M | Buy |
132,324
+39,378
| +42% | +$1.58M | 2.12% | 11 |
|
|
2022
Q2 | $3.71M | Sell |
92,946
-725,436
| -89% | -$29.8M | 1.66% | 13 |
|
|
2022
Q1 | $34.5M | Buy |
818,382
+63,576
| +8% | +$3.01M | 13.1% | 1 |
|
|
2021
Q4 | $40.6M | Buy |
754,806
+62,796
| +9% | +$3.27M | 13.7% | 1 |
|
|
2021
Q3 | $35.1M | Buy |
692,010
+619,752
| +858% | +$30.8M | 13.19% | 2 |
|
|
2021
Q2 | $3.49M | Buy |
72,258
+12,522
| +21% | +$569K | 1.51% | 14 |
|
|
2021
Q1 | $2.56M | Buy |
59,736
+31,464
| +111% | +$1.35M | 1.28% | 15 |
|
|
2020
Q4 | $1.19M | Buy |
+28,272
| New | +$1.13M | 0.78% | 19 |
|
Other funds holding VUG
EWA
