Sterling Investment Advisors (Pennsylvania)’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 | $560K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $564K | Hold |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $393K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $365K | Hold |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $308K | Buy |
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|
2019
Q3 | $182K | Sell |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $203K | Hold |
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|
2018
Q4 | $174K | Sell |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $229K | Buy |
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|
2016
Q4 | $22K | Buy |
|