Perigon 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 | $43.3M | Buy |
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|
2025
Q2 | $32.8M | Sell |
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|
2025
Q1 | $29.7M | Buy |
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|
2024
Q4 | $29.5M | Buy |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $17.7M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $6.76M | Buy |
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|
2023
Q3 | $4.67M | Buy |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $595K | Buy |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $439K | Sell |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $246K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $84K | Hold |
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|
2016
Q2 | $80K | Buy |
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