PRWA
Platte River Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $19.4M | Buy |
50,534
+1,861
| +4% | +$714K | 5.2% | 4 |
|
|
2024
Q2 | $18.2M | Buy |
48,673
+1,738
| +4% | +$650K | 5.11% | 4 |
|
|
2024
Q1 | $16.2M | Buy |
46,935
+4,602
| +11% | +$1.58M | 4.6% | 4 |
|
|
2023
Q4 | $13.2M | Buy |
42,333
+4,073
| +11% | +$1.27M | 4.36% | 4 |
|
|
2023
Q3 | $10.4M | Hold |
38,260
| – | – | 3.81% | 6 |
|
|
2023
Q2 | $10.8M | Sell |
38,260
-100
| -0.3% | -$28.3K | 3.79% | 6 |
|
|
2023
Q1 | $9.57M | Sell |
38,360
-2,845
| -7% | -$710K | 3.67% | 6 |
|
|
2022
Q4 | $8.78M | Sell |
41,205
-7,057
| -15% | -$1.5M | 3.71% | 5 |
|
|
2022
Q3 | $10.3M | Buy |
48,262
+4,125
| +9% | +$883K | 4.62% | 5 |
|
|
2022
Q2 | $9.84M | Sell |
44,137
-2,853
| -6% | -$636K | 4.26% | 5 |
|
|
2022
Q1 | $13.5M | Hold |
46,990
| – | – | 4.93% | 4 |
|
|
2021
Q4 | $14.5M | Sell |
46,990
-1,288
| -3% | -$396K | 4.95% | 4 |
|
|
2021
Q3 | $14M | Buy |
48,278
+3,117
| +7% | +$904K | 5.19% | 3 |
|
|
2021
Q2 | $13M | Buy |
45,161
+82
| +0.2% | +$23.5K | 4.92% | 3 |
|
|
2021
Q1 | $12.2M | Buy |
45,079
+1,265
| +3% | +$342K | 5.01% | 3 |
|
|
2020
Q4 | $11.4M | Buy |
43,814
+4,382
| +11% | +$1.14M | 4.92% | 4 |
|
|
2020
Q3 | $8.98M | Buy |
39,432
+670
| +2% | +$152K | 4.63% | 4 |
|
|
2020
Q2 | $8.14M | Buy |
+38,762
| New | +$8.14M | 4.49% | 4 |
|
|
2019
Q4 | $1.67M | Buy |
+8,897
| New | +$1.67M | 0.88% | 32 |
|