Opes Wealth 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
Q2 | $480K | Buy |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $208K | Buy |
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