Optimum Investment Advisors’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 | $22.1K | Hold |
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|
2025
Q2 | $20.2K | Hold |
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|
2025
Q1 | $17.1K | Hold |
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|
2024
Q4 | $18.9K | Hold |
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|
2024
Q3 | $17.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $11K | Buy |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $6K | Buy |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Buy |
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