Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.82M | Buy |
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|
2025
Q2 | $4.64M | Buy |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $221K | Buy |
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