WCFA
Walkner Condon Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
3,955
+157
| +4% | +$68.8K | 0.32% | 71 |
|
|
2025
Q1 | $1.41M | Sell |
3,798
-64
| -2% | -$23.7K | 0.28% | 77 |
|
|
2024
Q4 | $1.59M | Sell |
3,862
-681
| -15% | -$280K | 0.32% | 67 |
|
|
2024
Q3 | $1.74M | Sell |
4,543
-121
| -3% | -$46.5K | 0.36% | 63 |
|
|
2024
Q2 | $1.74M | Sell |
4,664
-1,911
| -29% | -$715K | 0.38% | 63 |
|
|
2024
Q1 | $2.26M | Buy |
6,575
+920
| +16% | +$317K | 0.48% | 56 |
|
|
2023
Q4 | $1.76M | Buy |
5,655
+1,710
| +43% | +$532K | 0.4% | 63 |
|
|
2023
Q3 | $1.07M | Sell |
3,945
-3
| -0.1% | -$817 | 0.28% | 80 |
|
|
2023
Q2 | $1.12M | Buy |
3,948
+527
| +15% | +$149K | 0.3% | 76 |
|
|
2023
Q1 | $852K | Hold |
3,421
| – | – | 0.24% | 91 |
|
|
2022
Q4 | $729K | Buy |
3,421
+254
| +8% | +$54.1K | 0.22% | 95 |
|
|
2022
Q3 | $679K | Buy |
3,167
+1,321
| +72% | +$283K | 0.22% | 97 |
|
|
2022
Q2 | $412K | Buy |
+1,846
| New | +$412K | 0.13% | 139 |
|
|
2021
Q4 | – | Sell |
-1,352
| Closed | -$392K | – | 171 |
|
|
2021
Q3 | $392K | Hold |
1,352
| – | – | 0.19% | 96 |
|
|
2021
Q2 | $387K | Sell |
1,352
-104
| -7% | -$29.8K | 0.14% | 112 |
|
|
2021
Q1 | $374K | Buy |
+1,456
| New | +$374K | 0.15% | 118 |
|