Valley Wealth Managers’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 | $141K | Hold |
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|
2025
Q2 | $128K | Hold |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $120K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $530K | Sell |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $916K | Sell |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Sell |
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|
2016
Q4 | $10K | Buy |
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