UFA
US Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $332K | Sell |
895
-8
| -0.9% | -$2.97K | 0.1% | 69 |
|
|
2024
Q4 | $371K | Buy |
903
+1
| +0.1% | +$410 | 0.11% | 65 |
|
|
2024
Q3 | $346K | Hold |
902
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $337K | Sell |
902
-17
| -2% | -$6.36K | 0.11% | 63 |
|
|
2024
Q1 | $316K | Buy |
+919
| New | +$316K | 0.11% | 61 |
|
|
2022
Q2 | – | Sell |
-713
| Closed | -$205K | – | 81 |
|
|
2022
Q1 | $205K | Hold |
713
| – | – | 0.1% | 72 |
|
|
2021
Q4 | $229K | Buy |
713
+1
| +0.1% | +$321 | 0.1% | 67 |
|
|
2021
Q3 | $207K | Sell |
712
-308
| -30% | -$89.5K | 0.1% | 68 |
|
|
2021
Q2 | $292K | Sell |
1,020
-32,675
| -97% | -$9.35M | 0.14% | 53 |
|
|
2021
Q1 | $8.66M | Buy |
33,695
+2,152
| +7% | +$553K | 2.4% | 13 |
|
|
2020
Q4 | $7.99M | Buy |
+31,543
| New | +$7.99M | 2.41% | 12 |
|
|
2016
Q2 | $458K | Hold |
4,302
| – | – | 0.92% | 25 |
|
|
2016
Q1 | $458K | Buy |
4,302
+3,415
| +385% | +$364K | 0.8% | 25 |
|
|
2015
Q4 | $94K | Buy |
887
+712
| +407% | +$75.5K | 0.09% | 96 |
|
|
2015
Q3 | $18K | Buy |
+175
| New | +$18K | 0.03% | 222 |
|