Sax Wealth Advisors’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 | $5.59M | Sell |
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|
2025
Q2 | $5.5M | Buy |
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|
2025
Q1 | $3.18M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $888K | Sell |
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|
2022
Q3 | $933K | Buy |
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|
2022
Q2 | $960K | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $874K | Buy |
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|
2020
Q4 | $861K | Buy |
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