SWA
Sax 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 | $5.5M | Buy |
12,541
+3,976
| +46% | +$1.74M | 0.33% | 49 |
|
|
2025
Q1 | $3.18M | Buy |
8,565
+3,080
| +56% | +$1.14M | 0.23% | 65 |
|
|
2024
Q4 | $2.25M | Buy |
5,485
+178
| +3% | +$73.1K | 0.18% | 70 |
|
|
2024
Q3 | $2.04M | Buy |
5,307
+10
| +0.2% | +$3.84K | 0.18% | 61 |
|
|
2024
Q2 | $1.98M | Buy |
5,297
+351
| +7% | +$131K | 0.19% | 59 |
|
|
2024
Q1 | $1.7M | Buy |
4,946
+1
| +0% | +$344 | 0.2% | 51 |
|
|
2023
Q4 | $1.54M | Buy |
4,945
+229
| +5% | +$71.2K | 0.25% | 57 |
|
|
2023
Q3 | $1.28M | Buy |
4,716
+305
| +7% | +$83.1K | 0.25% | 57 |
|
|
2023
Q2 | $1.25M | Buy |
4,411
+285
| +7% | +$80.6K | 0.25% | 59 |
|
|
2023
Q1 | $1.03M | Sell |
4,126
-40
| -1% | -$9.98K | 0.22% | 64 |
|
|
2022
Q4 | $888K | Sell |
4,166
-196
| -4% | -$41.8K | 0.21% | 64 |
|
|
2022
Q3 | $933K | Buy |
4,362
+55
| +1% | +$11.8K | 0.24% | 64 |
|
|
2022
Q2 | $960K | Buy |
4,307
+20
| +0.5% | +$4.46K | 0.24% | 63 |
|
|
2022
Q1 | $1.23M | Sell |
4,287
-120
| -3% | -$34.5K | 0.3% | 49 |
|
|
2021
Q4 | $1.41M | Buy |
4,407
+346
| +9% | +$111K | 0.29% | 55 |
|
|
2021
Q3 | $1.18M | Buy |
4,061
+561
| +16% | +$163K | 0.28% | 55 |
|
|
2021
Q2 | $1M | Buy |
3,500
+98
| +3% | +$28.1K | 0.34% | 56 |
|
|
2021
Q1 | $874K | Buy |
3,402
+2
| +0.1% | +$514 | 0.32% | 60 |
|
|
2020
Q4 | $861K | Buy |
+3,400
| New | +$861K | 0.4% | 55 |
|