SWA
SOA 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 | $4.69M | Buy |
10,702
+22
| +0.2% | +$9.65K | 0.88% | 25 |
|
|
2025
Q1 | $3.96M | Sell |
10,680
-143
| -1% | -$53K | 0.83% | 25 |
|
|
2024
Q4 | $4.44M | Sell |
10,823
-210
| -2% | -$86.2K | 0.82% | 27 |
|
|
2024
Q3 | $4.24M | Buy |
11,033
+224
| +2% | +$86K | 0.81% | 28 |
|
|
2024
Q2 | $4.04M | Sell |
10,809
-377
| -3% | -$141K | 0.81% | 28 |
|
|
2024
Q1 | $3.85M | Buy |
11,186
+146
| +1% | +$50.3K | 0.8% | 28 |
|
|
2023
Q4 | $3.43M | Sell |
11,040
-189
| -2% | -$58.8K | 0.76% | 32 |
|
|
2023
Q3 | $3.06M | Sell |
11,229
-140
| -1% | -$38.1K | 0.76% | 30 |
|
|
2023
Q2 | $3.22M | Buy |
11,369
+242
| +2% | +$68.5K | 0.75% | 29 |
|
|
2023
Q1 | $2.78M | Buy |
11,127
+1
| +0% | +$249 | 0.68% | 36 |
|
|
2022
Q4 | $2.37M | Sell |
11,126
-803
| -7% | -$171K | 0.64% | 37 |
|
|
2022
Q3 | $2.55M | Sell |
11,929
-125
| -1% | -$26.7K | 0.77% | 32 |
|
|
2022
Q2 | $2.69M | Buy |
12,054
+289
| +2% | +$64.4K | 0.79% | 33 |
|
|
2022
Q1 | $3.38M | Sell |
11,765
-39
| -0.3% | -$11.2K | 0.82% | 31 |
|
|
2021
Q4 | $3.81M | Buy |
11,804
+1
| +0% | +$322 | 0.92% | 27 |
|
|
2021
Q3 | $3.43M | Sell |
11,803
-8
| -0.1% | -$2.32K | 0.88% | 36 |
|
|
2021
Q2 | $3.39M | Sell |
11,811
-631
| -5% | -$181K | 0.87% | 34 |
|
|
2021
Q1 | $3.2M | Buy |
12,442
+27
| +0.2% | +$6.94K | 0.89% | 33 |
|
|
2020
Q4 | $3.3M | Buy |
+12,415
| New | +$3.3M | 0.9% | 33 |
|