Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Sell |
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|
2025
Q4 | $2.19M | Buy |
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|
2025
Q3 | $1.29M | Buy |
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|
2025
Q2 | $989K | Buy |
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|
2024
Q4 | $695K | Sell |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $733K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $749K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $217K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $146 | Hold |
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|
2019
Q2 | $145K | Sell |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $167K | Sell |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $2.27M | Buy |
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