Oxford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $707K | Buy |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $165K | Hold |
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|
2022
Q3 | $166K | Hold |
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|
2022
Q2 | $173K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $420K | Hold |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $335K | Hold |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $259K | Buy |
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