SWA
SFMG 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 | $751K | Buy |
1,713
+60
| +4% | +$26.3K | 0.06% | 119 |
|
|
2025
Q1 | $613K | Hold |
1,653
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $678K | Sell |
1,653
-36
| -2% | -$14.8K | 0.05% | 121 |
|
|
2024
Q3 | $648K | Buy |
1,689
+35
| +2% | +$13.4K | 0.05% | 119 |
|
|
2024
Q2 | $619K | Sell |
1,654
-65
| -4% | -$24.3K | 0.05% | 117 |
|
|
2024
Q1 | $592K | Buy |
1,719
+1
| +0.1% | +$344 | 0.05% | 124 |
|
|
2023
Q4 | $534K | Hold |
1,718
| – | – | 0.05% | 132 |
|
|
2023
Q3 | $468K | Sell |
1,718
-55
| -3% | -$15K | 0.05% | 135 |
|
|
2023
Q2 | $502K | Sell |
1,773
-35
| -2% | -$9.9K | 0.05% | 127 |
|
|
2023
Q1 | $451K | Sell |
1,808
-12
| -0.7% | -$2.99K | 0.05% | 141 |
|
|
2022
Q4 | $388K | Sell |
1,820
-141
| -7% | -$30.1K | 0.04% | 158 |
|
|
2022
Q3 | $413K | Buy |
1,961
+178
| +10% | +$37.5K | 0.05% | 137 |
|
|
2022
Q2 | $397K | Buy |
1,783
+45
| +3% | +$10K | 0.05% | 144 |
|
|
2022
Q1 | $500K | Sell |
1,738
-43
| -2% | -$12.4K | 0.05% | 144 |
|
|
2021
Q4 | $571K | Hold |
1,781
| – | – | 0.06% | 137 |
|
|
2021
Q3 | $517K | Sell |
1,781
-71
| -4% | -$20.6K | 0.06% | 141 |
|
|
2021
Q2 | $531K | Buy |
1,852
+71
| +4% | +$20.4K | 0.06% | 144 |
|
|
2021
Q1 | $458K | Buy |
1,781
+63
| +4% | +$16.2K | 0.05% | 150 |
|
|
2020
Q4 | $435K | Hold |
1,718
| – | – | 0.06% | 137 |
|
|
2020
Q3 | $391K | Hold |
1,718
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $347K | Hold |
1,718
| – | – | 0.05% | 113 |
|
|
2020
Q1 | $269K | Hold |
1,718
| – | – | 0.04% | 103 |
|
|
2019
Q4 | $313K | Hold |
1,718
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $286K | Hold |
1,718
| – | – | 0.04% | 119 |
|
|
2019
Q2 | $293K | Buy |
1,718
+175
| +11% | +$29.8K | 0.04% | 117 |
|
|
2019
Q1 | $241K | Sell |
1,543
-36
| -2% | -$5.62K | 0.03% | 124 |
|
|
2018
Q4 | $212K | Buy |
1,579
+36
| +2% | +$4.83K | 0.03% | 124 |
|
|
2018
Q3 | $227K | Hold |
1,543
| – | – | 0.03% | 125 |
|
|
2018
Q2 | $231K | Hold |
1,543
| – | – | 0.04% | 129 |
|
|
2018
Q1 | $219K | Buy |
+1,543
| New | +$219K | 0.04% | 131 |
|