TRUE Private Wealth Advisors’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 | $755K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $725K | Sell |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $613K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.6M | Buy |
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|
2018
Q2 | $1.76M | Buy |
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