PIA
Petredis Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Hold |
1,701
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $631K | Sell |
1,701
-240
| -12% | -$89K | 0.07% | 93 |
|
|
2024
Q4 | $797K | Buy |
1,941
+33
| +2% | +$13.5K | 0.08% | 89 |
|
|
2024
Q3 | $733K | Buy |
1,908
+45
| +2% | +$17.3K | 0.08% | 91 |
|
|
2024
Q2 | $697K | Buy |
1,863
+140
| +8% | +$52.4K | 0.08% | 93 |
|
|
2024
Q1 | $593K | Buy |
1,723
+8
| +0.5% | +$2.75K | 0.07% | 92 |
|
|
2023
Q4 | $533K | Buy |
1,715
+502
| +41% | +$156K | 0.07% | 92 |
|
|
2023
Q3 | $330K | Buy |
1,213
+469
| +63% | +$128K | 0.05% | 93 |
|
|
2023
Q2 | $211K | Buy |
+744
| New | +$211K | 0.03% | 96 |
|