Phoenix Wealth 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
Q2 | $299K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $640K | Hold |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $505K | Hold |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $171K | Buy |
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|
2020
Q4 | $153K | Buy |
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