SFMG 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
Q2 | $751K | Buy |
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|
2025
Q1 | $613K | Hold |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $534K | Hold |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $571K | Hold |
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|
2021
Q3 | $517K | Sell |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $435K | Hold |
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|
2020
Q3 | $391K | Hold |
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|
2020
Q2 | $347K | Hold |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $313K | Hold |
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|
2019
Q3 | $286K | Hold |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $212K | Buy |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $231K | Hold |
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|
2018
Q1 | $219K | Buy |
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