VWA
Visionary Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.64M | Buy |
21,981
+1,660
| +8% | +$728K | 0.49% | 51 |
|
2025
Q1 | $7.54M | Buy |
20,321
+419
| +2% | +$155K | 0.45% | 66 |
|
2024
Q4 | $8.17M | Sell |
19,902
-889
| -4% | -$365K | 0.48% | 56 |
|
2024
Q3 | $7.98M | Sell |
20,791
-327
| -2% | -$126K | 0.49% | 63 |
|
2024
Q2 | $7.9M | Buy |
21,118
+1,665
| +9% | +$623K | 0.52% | 56 |
|
2024
Q1 | $6.7M | Buy |
19,453
+13
| +0.1% | +$4.48K | 0.45% | 63 |
|
2023
Q4 | $6.04M | Sell |
19,440
-2,403
| -11% | -$747K | 0.44% | 61 |
|
2023
Q3 | $5.95M | Buy |
21,843
+521
| +2% | +$142K | 0.48% | 57 |
|
2023
Q2 | $6.03M | Sell |
21,322
-646
| -3% | -$183K | 0.48% | 56 |
|
2023
Q1 | $5.48M | Buy |
21,968
+2,906
| +15% | +$725K | 0.46% | 62 |
|
2022
Q4 | $4.06M | Buy |
19,062
+5,184
| +37% | +$1.1M | 0.37% | 75 |
|
2022
Q3 | $2.97M | Sell |
13,878
-2,905
| -17% | -$621K | 0.31% | 88 |
|
2022
Q2 | $3.74M | Sell |
16,783
-144
| -0.9% | -$32.1K | 0.34% | 81 |
|
2022
Q1 | $4.87M | Sell |
16,927
-354
| -2% | -$102K | 0.39% | 69 |
|
2021
Q4 | $5.55M | Sell |
17,281
-1,291
| -7% | -$414K | 0.45% | 54 |
|
2021
Q3 | $5.39M | Sell |
18,572
-1,005
| -5% | -$292K | 0.55% | 45 |
|
2021
Q2 | $5.62M | Buy |
19,577
+79
| +0.4% | +$22.7K | 0.56% | 40 |
|
2021
Q1 | $5.01M | Buy |
19,498
+15,916
| +444% | +$4.09M | 0.53% | 49 |
|
2020
Q4 | $907K | Buy |
3,582
+1,107
| +45% | +$280K | 0.1% | 143 |
|
2020
Q3 | $563K | Buy |
2,475
+670
| +37% | +$152K | 0.08% | 149 |
|
2020
Q2 | $365K | Sell |
1,805
-358
| -17% | -$72.4K | 0.06% | 164 |
|
2020
Q1 | $339K | Sell |
2,163
-166
| -7% | -$26K | 0.06% | 145 |
|
2019
Q4 | $424K | Buy |
+2,329
| New | +$424K | 0.08% | 138 |
|