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Revolve Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Revolve Wealth Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.73M Buy
89,754
+78
+0.1% +$6.56K 0.8% 25
2026
Q1 		$6.53M Sell
89,676
-3,384
-4% -$263K 0.85% 25
2025
Q4 		$7.57M Buy
93,060
+2,526
+3% +$205K 0.89% 25
2025
Q3 		$7.24M Sell
90,534
-1,548
-2% -$118K 0.87% 25
2025
Q2 		$6.73M Buy
92,082
+9,168
+11% +$604K 0.88% 25
2025
Q1 		$5.12M Sell
82,914
-342
-0.4% -$23.1K 0.74% 27
2024
Q4 		$5.7M Sell
83,256
-384
-0.5% -$25.8K 0.84% 25
2024
Q3 		$5.35M Buy
83,640
+2,958
+4% +$183K 0.82% 25
2024
Q2 		$5.03M Sell
80,682
-708
-0.9% -$41.3K 0.83% 25
2024
Q1 		$4.67M Sell
81,390
-1,308
-2% -$71.9K 0.8% 26
2023
Q4 		$4.28M Buy
82,698
+1,980
+2% +$95.6K 0.83% 26
2023
Q3 		$3.66M Sell
80,718
-1,290
-2% -$60.9K 0.85% 26
2023
Q2 		$3.87M Sell
82,008
-4,728
-5% -$205K 0.91% 24
2023
Q1 		$3.61M Buy
86,736
+2,208
+3% +$85.9K 0.92% 25
2022
Q4 		$3M Buy
84,528
+32,082
+61% +$1.18M 0.86% 25
2022
Q3 		$1.87M Buy
52,446
+4,194
+9% +$169K 0.63% 34
2022
Q2 		$1.79M Buy
48,252
+19,134
+66% +$786K 0.59% 34
2022
Q1 		$1.4M Sell
29,118
-3,132
-10% -$148K 0.4% 44
2021
Q4 		$1.73M Buy
+32,250
New +$1.68M 0.5% 42

Other funds holding VUG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return