Summit Financial Strategies’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 | $1.2M | Sell |
|
|||||
|
2025
Q1 | $1.19M | Sell |
|
|||||
|
2024
Q4 | $1.32M | Sell |
|
|||||
|
2024
Q3 | $1.37M | Sell |
|
|||||
|
2024
Q2 | $1.35M | Buy |
|
|||||
|
2024
Q1 | $965K | Buy |
|
|||||
|
2023
Q4 | $871K | Sell |
|
|||||
|
2023
Q3 | $764K | Sell |
|
|||||
|
2023
Q2 | $828K | Buy |
|
|||||
|
2023
Q1 | $698K | Hold |
|
|||||
|
2022
Q4 | $596K | Buy |
|
|||||
|
2022
Q3 | $582K | Sell |
|
|||||
|
2022
Q2 | $612K | Sell |
|
|||||
|
2022
Q1 | $800K | Sell |
|
|||||
|
2021
Q4 | $1.05M | Buy |
|
|||||
|
2021
Q3 | $535K | Hold |
|
|||||
|
2021
Q2 | $529K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $652K | Hold |
|
|||||
|
2020
Q3 | $585K | Sell |
|
|||||
|
2020
Q2 | $550K | Buy |
|
|||||
|
2020
Q1 | $266K | Sell |
|
|||||
|
2019
Q4 | $312K | Buy |
|
|||||
|
2019
Q3 | $273K | Hold |
|
|||||
|
2019
Q2 | $268K | Hold |
|
|||||
|
2019
Q1 | $257K | Hold |
|
|||||
|
2018
Q4 | $220K | Sell |
|
|||||
|
2018
Q3 | $293K | Sell |
|
|||||
|
2018
Q2 | $296K | Hold |
|
|||||
|
2018
Q1 | $281K | Hold |
|
|||||
|
2017
Q4 | $278K | Sell |
|
|||||
|
2017
Q3 | $302K | Hold |
|
|||||
|
2017
Q2 | $289K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $254K | Hold |
|
|||||
|
2016
Q3 | $255K | Hold |
|
|||||
|
2016
Q2 | $244K | Hold |
|
|||||
|
2016
Q1 | $242K | Hold |
|
|||||
|
2015
Q4 | $242K | Hold |
|
|||||
|
2015
Q3 | $228K | Buy |
|
|||||
|
2015
Q2 | $216K | Hold |
|
|||||
|
2015
Q1 | $211K | Hold |
|
|||||
|
2014
Q4 | $211K | Buy |
|