S.A. Mason’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 | $938K | Buy |
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|
2025
Q2 | $824K | Hold |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $740K | Hold |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $591K | Hold |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $474K | Hold |
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|
2023
Q1 | $474K | Hold |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $689K | Hold |
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|
2021
Q3 | $623K | Hold |
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|
2021
Q2 | $615K | Sell |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $556K | Hold |
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|
2020
Q3 | $500K | Hold |
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|
2020
Q2 | $444K | Hold |
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|
2020
Q1 | $344K | Sell |
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|
2019
Q4 | $412K | Buy |
|