Sound Income Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.54M | Sell |
17,885
-769
| -4% | -$64.7K | 0.07% | 177 |
|
|
2026
Q1 | $1.37M | Buy |
18,654
+2,040
| +12% | +$159K | 0.07% | 164 |
|
|
2025
Q4 | $1.34M | Buy |
16,614
+2,568
| +18% | +$208K | 0.06% | 166 |
|
|
2025
Q3 | $1.14M | Sell |
14,046
-2,742
| -16% | -$210K | 0.06% | 150 |
|
|
2025
Q2 | $1.23M | Sell |
16,788
-984
| -6% | -$64.8K | 0.07% | 138 |
|
|
2025
Q1 | $1.1M | Buy |
17,772
+6,378
| +56% | +$430K | 0.06% | 140 |
|
|
2024
Q4 | $780K | Buy |
11,394
+4,302
| +61% | +$289K | 0.05% | 151 |
|
|
2024
Q3 | $454K | Buy |
7,092
+3,810
| +116% | +$236K | 0.03% | 167 |
|
|
2024
Q2 | $205K | Sell |
3,282
-372
| -10% | -$21.7K | 0.01% | 224 |
|
|
2024
Q1 | $210K | Buy |
3,654
+912
| +33% | +$50.2K | 0.02% | 211 |
|
|
2023
Q4 | $142K | Buy |
2,742
+618
| +29% | +$29.8K | 0.01% | 235 |
|
|
2023
Q3 | $96.4K | Sell |
2,124
-1,554
| -42% | -$73.4K | 0.01% | 215 |
|
|
2023
Q2 | $173K | Buy |
3,678
+1,530
| +71% | +$66.3K | 0.02% | 162 |
|
|
2023
Q1 | $89.3K | Buy |
2,148
+330
| +18% | +$12.8K | 0.01% | 215 |
|
|
2022
Q4 | $64.6K | Buy |
1,818
+264
| +17% | +$9.71K | 0.01% | 232 |
|
|
2022
Q3 | $55K | Buy |
1,554
+264
| +20% | +$10.6K | 0.01% | 226 |
|
|
2022
Q2 | $48K | Buy |
1,290
+18
| +1% | +$739 | 0.01% | 226 |
|
|
2022
Q1 | $61K | Buy |
1,272
+1,020
| +405% | +$48.2K | 0.01% | 210 |
|
|
2021
Q4 | $13K | Hold |
252
| – | – | ﹤0.01% | 441 |
|
|
2021
Q3 | $12K | Hold |
252
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $12K | Buy |
252
+18
| +8% | +$817 | ﹤0.01% | 452 |
|
|
2021
Q1 | $10K | Buy |
234
+30
| +15% | +$1.28K | ﹤0.01% | 486 |
|
|
2020
Q4 | $9K | Hold |
204
| – | – | ﹤0.01% | 486 |
|
|
2020
Q3 | $8K | Hold |
204
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 465 |
|
|
2020
Q1 | $5K | Hold |
204
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $6K | Hold |
204
| – | – | ﹤0.01% | 440 |
|
|
2019
Q3 | $6K | Hold |
204
| – | – | ﹤0.01% | 406 |
|
|
2019
Q2 | $6K | Sell |
204
-102
| -33% | -$2.72K | ﹤0.01% | 425 |
|
|
2019
Q1 | $8K | Sell |
306
-1,092
| -78% | -$26.9K | ﹤0.01% | 376 |
|
|
2018
Q4 | $31K | Sell |
1,398
-36
| -3% | -$872 | 0.02% | 180 |
|
|
2018
Q3 | $38K | Buy |
1,434
+36
| +3% | +$942 | 0.02% | 166 |
|
|
2018
Q2 | $35K | Hold |
1,398
| – | – | 0.02% | 152 |
|
|
2018
Q1 | $33K | Hold |
1,398
| – | – | 0.02% | 155 |
|
|
2017
Q4 | $33K | Buy |
+1,398
| New | +$32.1K | 0.02% | 110 |
|
Other funds holding VUG
TCIIS
MG
RWP
DADC
Sound Income Strategies's VUG Position: Q2 2026 in Review
Sound Income Strategies reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q2 2026, selling an estimated $64.7K and leaving 17,885 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #177.
Sound Income Strategies first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 2,232 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Sound Income Strategies held 17,885 shares of Vanguard Morningstar Growth ETF worth $1.54M as of Q2 2026.
- Sound Income Strategies sold 769 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $64.7K.
- Vanguard Morningstar Growth ETF made up 0.07% of Sound Income Strategies's portfolio in Q2 2026, its #177 holding.
- Sound Income Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,232 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.