SOA 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 | $4.95M | Sell |
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|
2025
Q2 | $4.69M | Buy |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $4.44M | Sell |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $3.85M | Buy |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.06M | Sell |
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|
2023
Q2 | $3.22M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $3.38M | Sell |
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|
2021
Q4 | $3.81M | Buy |
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|
2021
Q3 | $3.42M | Sell |
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|
2021
Q2 | $3.39M | Sell |
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|
2021
Q1 | $3.2M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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