VA
Valmark Advisers’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
10,406
+53
| +0.5% | +$23.2K | 0.06% | 121 |
|
|
2025
Q1 | $3.84M | Buy |
10,353
+1,313
| +15% | +$487K | 0.06% | 133 |
|
|
2024
Q4 | $3.71M | Sell |
9,040
-1,011
| -10% | -$415K | 0.06% | 127 |
|
|
2024
Q3 | $3.86M | Buy |
10,051
+2,487
| +33% | +$955K | 0.06% | 126 |
|
|
2024
Q2 | $2.83M | Buy |
7,564
+475
| +7% | +$178K | 0.05% | 138 |
|
|
2024
Q1 | $2.44M | Sell |
7,089
-338
| -5% | -$116K | 0.04% | 147 |
|
|
2023
Q4 | $2.31M | Buy |
7,427
+699
| +10% | +$217K | 0.04% | 146 |
|
|
2023
Q3 | $1.83M | Buy |
6,728
+14
| +0.2% | +$3.81K | 0.04% | 155 |
|
|
2023
Q2 | $1.9M | Buy |
6,714
+1,159
| +21% | +$328K | 0.04% | 151 |
|
|
2023
Q1 | $1.39M | Buy |
5,555
+115
| +2% | +$28.7K | 0.03% | 186 |
|
|
2022
Q4 | $1.16M | Sell |
5,440
-764
| -12% | -$163K | 0.03% | 195 |
|
|
2022
Q3 | $1.33M | Buy |
6,204
+4
| +0.1% | +$856 | 0.03% | 160 |
|
|
2022
Q2 | $1.38M | Buy |
6,200
+214
| +4% | +$47.7K | 0.03% | 157 |
|
|
2022
Q1 | $1.72M | Buy |
5,986
+498
| +9% | +$143K | 0.03% | 141 |
|
|
2021
Q4 | $1.76M | Buy |
5,488
+837
| +18% | +$269K | 0.03% | 137 |
|
|
2021
Q3 | $1.35M | Buy |
4,651
+1
| +0% | +$290 | 0.02% | 147 |
|
|
2021
Q2 | $1.33M | Sell |
4,650
-351
| -7% | -$101K | 0.02% | 151 |
|
|
2021
Q1 | $1.29M | Buy |
5,001
+388
| +8% | +$99.7K | 0.02% | 153 |
|
|
2020
Q4 | $1.17M | Sell |
4,613
-180
| -4% | -$45.6K | 0.02% | 148 |
|
|
2020
Q3 | $1.09M | Buy |
4,793
+513
| +12% | +$117K | 0.02% | 123 |
|
|
2020
Q2 | $865K | Sell |
4,280
-62
| -1% | -$12.5K | 0.02% | 127 |
|
|
2020
Q1 | $680K | Buy |
4,342
+2,805
| +182% | +$439K | 0.02% | 126 |
|
|
2019
Q4 | $280K | Sell |
1,537
-13
| -0.8% | -$2.37K | 0.01% | 204 |
|
|
2019
Q3 | $258K | Buy |
+1,550
| New | +$258K | 0.01% | 212 |
|