Valeo Financial 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 | $10.2M | Sell |
|
|||||
|
2025
Q2 | $9.05M | Buy |
|
|||||
|
2025
Q1 | $11.8M | Buy |
|
|||||
|
2024
Q4 | $8.21M | Sell |
|
|||||
|
2024
Q3 | $9.59M | Buy |
|
|||||
|
2024
Q2 | $9.06M | Buy |
|
|||||
|
2024
Q1 | $4.28M | Sell |
|
|||||
|
2023
Q4 | $4.09M | Sell |
|
|||||
|
2023
Q3 | $3.68M | Buy |
|
|||||
|
2023
Q2 | $1.73M | Sell |
|
|||||
|
2023
Q1 | $1.44M | Buy |
|
|||||
|
2022
Q4 | $1.32M | Buy |
|
|||||
|
2022
Q3 | $826K | Sell |
|
|||||
|
2022
Q2 | $1.15M | Sell |
|
|||||
|
2022
Q1 | $1.84M | Buy |
|
|||||
|
2021
Q4 | $1.29M | Buy |
|
|||||
|
2021
Q3 | $1.16M | Buy |
|
|||||
|
2021
Q2 | $788K | Buy |
|
|||||
|
2021
Q1 | $650K | Sell |
|
|||||
|
2020
Q4 | $707K | Buy |
|
|||||
|
2020
Q3 | $514K | Sell |
|
|||||
|
2020
Q2 | $594K | Buy |
|
|||||
|
2020
Q1 | $673K | Buy |
|
|||||
|
2019
Q4 | $485K | Buy |
|
|||||
|
2019
Q3 | $201K | Buy |
|
|||||
|
2019
Q2 | $170K | Hold |
|
|||||
|
2019
Q1 | $163K | Sell |
|
|||||
|
2018
Q4 | $147K | Buy |
|
|||||
|
2018
Q3 | $66K | Buy |
|
|||||
|
2018
Q2 | $54K | Buy |
|
|||||
|
2018
Q1 | $24K | Hold |
|
|||||
|
2017
Q4 | $23K | Hold |
|
|||||
|
2017
Q3 | $22K | Buy |
|