TrueWealth 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
Q3 | $464K | Sell |
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|
2025
Q2 | $429K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $851K | Sell |
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|
2023
Q3 | $771K | Buy |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $668K | Sell |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $672K | Sell |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $1.29M | Hold |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $907K | Buy |
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