Summit Financial’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 | $104M | Buy |
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|
2025
Q1 | $85.3M | Buy |
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|
2024
Q4 | $89.8M | Sell |
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|
2024
Q3 | $86M | Sell |
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|
2024
Q2 | $89.4M | Buy |
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|
2024
Q1 | $61.3M | Sell |
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|
2023
Q4 | $57.4M | Sell |
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|
2023
Q3 | $50.8M | Sell |
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|
2023
Q2 | $53.2M | Sell |
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|
2023
Q1 | $51.4M | Buy |
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|
2022
Q4 | $43.4M | Buy |
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|
2022
Q3 | $42.9M | Buy |
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|
2022
Q2 | $43.9M | Buy |
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|
2022
Q1 | $55.3M | Buy |
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|
2021
Q4 | $60.8M | Sell |
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|
2021
Q3 | $55.1M | Buy |
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|
2021
Q2 | $52.7M | Buy |
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|
2021
Q1 | $46.9M | Buy |
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|
2020
Q4 | $46.2M | Buy |
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|
2020
Q3 | $40.7M | Sell |
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|
2020
Q2 | $36.3M | Buy |
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|
2020
Q1 | $614K | Buy |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $409K | Hold |
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|
2018
Q4 | $350K | Buy |
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