RA
Rise Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8M | Buy |
86,306
+3,450
| +4% | +$1.51M | 15.02% | 1 |
|
|
2025
Q1 | $30.7M | Buy |
82,856
+12,947
| +19% | +$4.8M | 13.58% | 2 |
|
|
2024
Q4 | $28.7M | Buy |
69,909
+2,570
| +4% | +$1.05M | 13.8% | 2 |
|
|
2024
Q3 | $25.9M | Buy |
67,339
+3,711
| +6% | +$1.42M | 12.39% | 2 |
|
|
2024
Q2 | $23.8M | Sell |
63,628
-6,052
| -9% | -$2.26M | 12.61% | 2 |
|
|
2024
Q1 | $24M | Buy |
69,680
+31,846
| +84% | +$11M | 12.78% | 1 |
|
|
2023
Q4 | $21.1M | Sell |
37,834
-27,062
| -42% | -$15.1M | 14.75% | 1 |
|
|
2023
Q3 | $17.7M | Buy |
64,896
+3,937
| +6% | +$1.07M | 14.01% | 3 |
|
|
2023
Q2 | $17.2M | Sell |
60,959
-7,805
| -11% | -$2.21M | 13.33% | 3 |
|
|
2023
Q1 | $17.2M | Buy |
68,764
+4,950
| +8% | +$1.23M | 12.95% | 2 |
|
|
2022
Q4 | $13.6M | Buy |
63,814
+270
| +0.4% | +$57.5K | 10.93% | 3 |
|
|
2022
Q3 | $13.6M | Buy |
63,544
+53,467
| +531% | +$11.4M | 11.27% | 2 |
|
|
2022
Q2 | $2.25M | Buy |
10,077
+119
| +1% | +$26.5K | 2.27% | 12 |
|
|
2022
Q1 | $2.86M | Buy |
9,958
+863
| +9% | +$248K | 2.58% | 10 |
|
|
2021
Q4 | $2.92M | Buy |
+9,095
| New | +$2.92M | 2.78% | 9 |
|