PWA
Phoenix Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
681
| – | – | 0.13% | 102 |
|
|
2025
Q1 | $253K | Hold |
681
| – | – | 0.11% | 107 |
|
|
2024
Q4 | $280K | Hold |
681
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $261K | Sell |
681
-665
| -49% | -$255K | 0.12% | 106 |
|
|
2024
Q2 | $503K | Sell |
1,346
-560
| -29% | -$209K | 0.25% | 71 |
|
|
2024
Q1 | $656K | Sell |
1,906
-190
| -9% | -$65.4K | 0.4% | 58 |
|
|
2023
Q4 | $640K | Hold |
2,096
| – | – | 0.45% | 49 |
|
|
2023
Q3 | $571K | Buy |
2,096
+73
| +4% | +$19.9K | 0.34% | 45 |
|
|
2023
Q2 | $572K | Hold |
2,023
| – | – | 0.33% | 46 |
|
|
2023
Q1 | $505K | Hold |
2,023
| – | – | 0.31% | 47 |
|
|
2022
Q4 | $431K | Buy |
2,023
+190
| +10% | +$40.5K | 0.26% | 51 |
|
|
2022
Q3 | $392K | Buy |
1,833
+545
| +42% | +$117K | 0.39% | 54 |
|
|
2022
Q2 | $287K | Buy |
1,288
+501
| +64% | +$112K | 0.28% | 86 |
|
|
2022
Q1 | $221K | Hold |
787
| – | – | 0.23% | 88 |
|
|
2021
Q4 | $253K | Hold |
787
| – | – | 0.19% | 103 |
|
|
2021
Q3 | $228K | Hold |
787
| – | – | 0.17% | 105 |
|
|
2021
Q2 | $230K | Buy |
787
+133
| +20% | +$38.9K | 0.17% | 110 |
|
|
2021
Q1 | $171K | Buy |
654
+52
| +9% | +$13.6K | 0.13% | 124 |
|
|
2020
Q4 | $153K | Buy |
+602
| New | +$153K | 0.12% | 125 |
|