Realta Investment 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
         Q3  | $1.25M | Sell | 
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| 
        
          
      
        2025
         Q2  | $1.75M | Buy | 
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| 
        
          
      
        2025
         Q1  | $619K | Sell | 
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| 
        
          
      
        2024
         Q4  | $1.05M | Buy | 
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| 
        
          
      
        2024
         Q3  | $215K | Sell | 
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| 
        
          
      
        2024
         Q2  | $419K | Sell | 
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| 
        
          
      
        2024
         Q1  | $395K | Sell | 
         | 
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| 
        
          
      
        2023
         Q4  | $2.01M | Buy | 
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| 
        
          
      
        2023
         Q3  | $1.6M | Hold | 
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| 
        
          
      
        2023
         Q2  | $1.6M | Buy | 
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| 
        
          
      
        2023
         Q1  | $271K | Sell | 
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| 
        
          
      
        2022
         Q4  | $2.94M | Sell | 
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| 
        
          
      
        2022
         Q3  | $3.67M | Buy | 
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| 
        
          
      
        2022
         Q2  | $3.56M | Buy | 
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| 
        
          
      
        2022
         Q1  | $3.8M | Sell | 
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| 
        
          
      
        2021
         Q4  | $4.77M | Buy | 
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| 
        
          
      
        2021
         Q3  | $4.21M | Buy | 
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| 
        
          
      
        2021
         Q2  | $4.12M | Buy | 
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| 
        
          
      
        2021
         Q1  | $3.44M | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | – | Sell | 
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| 
        
          
      
        2019
         Q4  | $19K | Hold | 
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| 
        
          
      
        2019
         Q3  | $18K | Sell | 
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| 
        
          
      
        2019
         Q2  | $28K | Hold | 
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| 
        
          
      
        2019
         Q1  | $27K | Buy | 
         |