SWA
Safir Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
34,370
+280
| +0.8% | +$123K | 11.06% | 2 |
|
|
2025
Q1 | $12.6M | Sell |
34,090
-966
| -3% | -$358K | 10.03% | 3 |
|
|
2024
Q4 | $14.4M | Sell |
35,056
-638
| -2% | -$262K | 11.1% | 2 |
|
|
2024
Q3 | $13.7M | Sell |
35,694
-342
| -0.9% | -$131K | 10.54% | 2 |
|
|
2024
Q2 | $13.5M | Sell |
36,036
-969
| -3% | -$362K | 11.04% | 2 |
|
|
2024
Q1 | $12.7M | Sell |
37,005
-706
| -2% | -$243K | 10.45% | 3 |
|
|
2023
Q4 | $11.7M | Sell |
37,711
-1,080
| -3% | -$336K | 10.55% | 3 |
|
|
2023
Q3 | $10.6M | Sell |
38,791
-820
| -2% | -$223K | 10.22% | 3 |
|
|
2023
Q2 | $11.2M | Sell |
39,611
-375
| -0.9% | -$106K | 10.37% | 3 |
|
|
2023
Q1 | $9.97M | Sell |
39,986
-424
| -1% | -$106K | 9.84% | 3 |
|
|
2022
Q4 | $8.61M | Buy |
40,410
+1,724
| +4% | +$367K | 8.78% | 4 |
|
|
2022
Q3 | $8.28M | Buy |
38,686
+309
| +0.8% | +$66.1K | 8.61% | 4 |
|
|
2022
Q2 | $8.55M | Buy |
38,377
+1,917
| +5% | +$427K | 8.37% | 4 |
|
|
2022
Q1 | $10.5M | Buy |
36,460
+443
| +1% | +$127K | 8.75% | 4 |
|
|
2021
Q4 | $11.6M | Sell |
36,017
-1,120
| -3% | -$359K | 8.99% | 4 |
|
|
2021
Q3 | $10.8M | Sell |
37,137
-401
| -1% | -$116K | 9.02% | 4 |
|
|
2021
Q2 | $10.8M | Buy |
37,538
+285
| +0.8% | +$81.7K | 9.14% | 4 |
|
|
2021
Q1 | $9.58M | Buy |
37,253
+48
| +0.1% | +$12.3K | 8.78% | 4 |
|
|
2020
Q4 | $9.43M | Buy |
+37,205
| New | +$9.43M | 8.76% | 4 |
|