River Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
3,555
+1,548
| +77% | +$679K | 0.19% | 94 |
|
|
2025
Q1 | $744K | Buy |
2,007
+19
| +1% | +$7.05K | 0.1% | 123 |
|
|
2024
Q4 | $816K | Sell |
1,988
-22
| -1% | -$9.03K | 0.11% | 122 |
|
|
2024
Q3 | $772K | Buy |
2,010
+1,072
| +114% | +$412K | 0.1% | 125 |
|
|
2024
Q2 | $351K | Hold |
938
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $323K | Buy |
938
+234
| +33% | +$80.5K | 0.05% | 171 |
|
|
2023
Q4 | $219K | Buy |
+704
| New | +$219K | 0.03% | 196 |
|
|
2023
Q3 | – | Sell |
-1,026
| Closed | -$290K | – | 212 |
|
|
2023
Q2 | $290K | Hold |
1,026
| – | – | 0.05% | 181 |
|
|
2023
Q1 | $256K | Sell |
1,026
-150
| -13% | -$37.4K | 0.05% | 185 |
|
|
2022
Q4 | $251K | Sell |
1,176
-148
| -11% | -$31.5K | 0.05% | 190 |
|
|
2022
Q3 | $283K | Buy |
1,324
+93
| +8% | +$19.9K | 0.06% | 175 |
|
|
2022
Q2 | $274K | Hold |
1,231
| – | – | 0.05% | 190 |
|
|
2022
Q1 | $354K | Buy |
1,231
+2
| +0.2% | +$575 | 0.06% | 172 |
|
|
2021
Q4 | $394K | Sell |
1,229
-215
| -15% | -$68.9K | 0.06% | 169 |
|
|
2021
Q3 | $419K | Buy |
1,444
+41
| +3% | +$11.9K | 0.07% | 162 |
|
|
2021
Q2 | $402K | Buy |
1,403
+125
| +10% | +$35.8K | 0.07% | 166 |
|
|
2021
Q1 | $328K | Buy |
1,278
+200
| +19% | +$51.3K | 0.06% | 175 |
|
|
2020
Q4 | $273K | Buy |
+1,078
| New | +$273K | 0.06% | 180 |
|
|
2019
Q1 | – | Sell |
-342
| Closed | -$46K | – | 502 |
|
|
2018
Q4 | $46K | Sell |
342
-50
| -13% | -$6.73K | 0.02% | 254 |
|
|
2018
Q3 | $63K | Hold |
392
| – | – | 0.02% | 257 |
|
|
2018
Q2 | $59K | Buy |
+392
| New | +$59K | 0.02% | 261 |
|