Topel & Distasi Wealth Management’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 | $19.9M | Buy |
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|
2025
Q2 | $17.8M | Sell |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $16.3M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $15.2M | Buy |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $14.6M | Sell |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $15.3M | Sell |
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|
2023
Q1 | $13.8M | Sell |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $13.1M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $13.9M | Buy |
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|
2021
Q4 | $14.5M | Buy |
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