Orgel 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
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $799K | Buy |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $951K | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $915K | Sell |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $927K | Sell |
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|
2020
Q2 | $827K | Hold |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $953K | Sell |
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|
2019
Q3 | $936K | Buy |
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|
2019
Q2 | $769K | Sell |
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|
2019
Q1 | $819K | Buy |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $843K | Hold |
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|
2018
Q2 | $784K | Hold |
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|
2018
Q1 | $742K | Sell |
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|
2017
Q4 | $786K | Hold |
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|
2017
Q3 | $742K | Buy |
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