TruWealth 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 | $1.01M | Buy |
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|
2025
Q2 | $902K | Buy |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $687K | Sell |
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|
2024
Q1 | $678K | Sell |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $542K | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $633K | Hold |
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|
2021
Q2 | $626K | Sell |
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|
2021
Q1 | $569K | Sell |
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|
2020
Q4 | $594K | Buy |
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