SWA
Strata 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 | $52.3M | Buy |
119,330
+6,073
| +5% | +$2.66M | 14.42% | 3 |
|
|
2025
Q1 | $42M | Sell |
113,257
-23,349
| -17% | -$8.66M | 13.05% | 3 |
|
|
2024
Q4 | $56.1M | Buy |
136,606
+496
| +0.4% | +$204K | 17.6% | 1 |
|
|
2024
Q3 | $52.3M | Sell |
136,110
-1,743
| -1% | -$669K | 16.8% | 1 |
|
|
2024
Q2 | $51.6M | Sell |
137,853
-537
| -0.4% | -$201K | 17.76% | 1 |
|
|
2024
Q1 | $47.6M | Sell |
138,390
-4,706
| -3% | -$1.62M | 16.76% | 2 |
|
|
2023
Q4 | $44.5M | Buy |
143,096
+1,555
| +1% | +$483K | 17.52% | 2 |
|
|
2023
Q3 | $38.5M | Buy |
+141,541
| New | +$38.5M | 18.56% | 1 |
|
|
2023
Q1 | $31.2M | Buy |
125,170
+14,019
| +13% | +$3.5M | 16.12% | 1 |
|
|
2022
Q4 | $23.7M | Buy |
+111,151
| New | +$23.7M | 13.14% | 3 |
|