Waldron Private Wealth’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
Q2 | $245M | Buy |
|
|||||
|
2025
Q1 | $199M | Buy |
|
|||||
|
2024
Q4 | $205M | Buy |
|
|||||
|
2024
Q3 | $180M | Buy |
|
|||||
|
2024
Q2 | $168M | Buy |
|
|||||
|
2024
Q1 | $154M | Buy |
|
|||||
|
2023
Q4 | $137M | Buy |
|
|||||
|
2023
Q3 | $107M | Buy |
|
|||||
|
2023
Q2 | $111M | Sell |
|
|||||
|
2023
Q1 | $98.9M | Sell |
|
|||||
|
2022
Q4 | $90.1M | Hold |
|
|||||
|
2022
Q3 | $90.1M | Buy |
|
|||||
|
2022
Q2 | $80.6M | Sell |
|
|||||
|
2022
Q1 | $106M | Buy |
|
|||||
|
2021
Q4 | $92.4M | Buy |
|
|||||
|
2021
Q3 | $74M | Sell |
|
|||||
|
2021
Q2 | $86.1M | Buy |
|
|||||
|
2021
Q1 | $74.1M | Buy |
|
|||||
|
2020
Q4 | $71M | Buy |
|
|||||
|
2020
Q3 | $61.5M | Sell |
|
|||||
|
2020
Q2 | $55.9M | Buy |
|
|||||
|
2020
Q1 | $31.4M | Buy |
|
|||||
|
2019
Q4 | $15.3M | Buy |
|
|||||
|
2019
Q3 | $10.9M | Buy |
|
|||||
|
2019
Q2 | $10M | Buy |
|
|||||
|
2019
Q1 | $8.48M | Buy |
|
|||||
|
2018
Q4 | $5.99M | Buy |
|
|||||
|
2018
Q3 | $290K | Hold |
|
|||||
|
2018
Q2 | $270K | Hold |
|
|||||
|
2018
Q1 | $256K | Buy |
|
|||||
|
2017
Q4 | $231K | Hold |
|
|||||
|
2017
Q3 | $218K | Hold |
|
|||||
|
2017
Q2 | $208K | Hold |
|
|||||
|
2017
Q1 | $200K | Buy |
|