Strategic Financial Services’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 | $1.02M | Sell |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $890K | Sell |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $849K | Buy |
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|
2024
Q1 | $572K | Hold |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $440K | Hold |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $403K | Hold |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $387K | Buy |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $210K | Buy |
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