SIAP
Sterling Investment Advisors (Pennsylvania)’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
1,277
-199
| -13% | -$87.2K | 0.12% | 122 |
|
|
2025
Q1 | $547K | Buy |
1,476
+102
| +7% | +$37.8K | 0.13% | 118 |
|
|
2024
Q4 | $564K | Hold |
1,374
| – | – | 0.14% | 104 |
|
|
2024
Q3 | $528K | Hold |
1,374
| – | – | 0.13% | 105 |
|
|
2024
Q2 | $514K | Hold |
1,374
| – | – | 0.14% | 101 |
|
|
2024
Q1 | $473K | Buy |
1,374
+332
| +32% | +$114K | 0.13% | 103 |
|
|
2023
Q4 | $324K | Hold |
1,042
| – | – | 0.1% | 112 |
|
|
2023
Q3 | $284K | Sell |
1,042
-225
| -18% | -$61.3K | 0.1% | 111 |
|
|
2023
Q2 | $359K | Hold |
1,267
| – | – | 0.12% | 108 |
|
|
2023
Q1 | $316K | Buy |
1,267
+42
| +3% | +$10.5K | 0.11% | 112 |
|
|
2022
Q4 | $261K | Hold |
1,225
| – | – | 0.09% | 120 |
|
|
2022
Q3 | $262K | Hold |
1,225
| – | – | 0.1% | 122 |
|
|
2022
Q2 | $273K | Hold |
1,225
| – | – | 0.09% | 120 |
|
|
2022
Q1 | $352K | Hold |
1,225
| – | – | 0.1% | 117 |
|
|
2021
Q4 | $393K | Hold |
1,225
| – | – | 0.11% | 116 |
|
|
2021
Q3 | $355K | Hold |
1,225
| – | – | 0.11% | 121 |
|
|
2021
Q2 | $351K | Sell |
1,225
-196
| -14% | -$56.2K | 0.1% | 126 |
|
|
2021
Q1 | $365K | Hold |
1,421
| – | – | 0.12% | 117 |
|
|
2020
Q4 | $360K | Sell |
1,421
-75
| -5% | -$19K | 0.12% | 106 |
|
|
2020
Q3 | $341K | Sell |
1,496
-200
| -12% | -$45.6K | 0.13% | 105 |
|
|
2020
Q2 | $342K | Hold |
1,696
| – | – | 0.14% | 104 |
|
|
2020
Q1 | $265K | Hold |
1,696
| – | – | 0.14% | 97 |
|
|
2019
Q4 | $308K | Buy |
1,696
+600
| +55% | +$109K | 0.14% | 95 |
|
|
2019
Q3 | $182K | Sell |
1,096
-200
| -15% | -$33.2K | 0.09% | 114 |
|
|
2019
Q2 | $212K | Hold |
1,296
| – | – | 0.11% | 111 |
|
|
2019
Q1 | $203K | Hold |
1,296
| – | – | 0.1% | 116 |
|
|
2018
Q4 | $174K | Sell |
1,296
-283
| -18% | -$38K | 0.1% | 115 |
|
|
2018
Q3 | $254K | Sell |
1,579
-300
| -16% | -$48.3K | 0.13% | 104 |
|
|
2018
Q2 | $281K | Hold |
1,879
| – | – | 0.17% | 97 |
|
|
2018
Q1 | $267K | Hold |
1,879
| – | – | 0.16% | 96 |
|
|
2017
Q4 | $264K | Hold |
1,879
| – | – | 0.16% | 93 |
|
|
2017
Q3 | $249K | Hold |
1,879
| – | – | 0.17% | 93 |
|
|
2017
Q2 | $239K | Hold |
1,879
| – | – | 0.16% | 97 |
|
|
2017
Q1 | $229K | Buy |
1,879
+1,683
| +859% | +$205K | 0.16% | 93 |
|
|
2016
Q4 | $22K | Buy |
+196
| New | +$22K | 0.02% | 210 |
|