Waverly Advisors’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 | $314M | Buy |
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|
2025
Q1 | $251M | Buy |
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|
2024
Q4 | $261M | Buy |
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|
2024
Q3 | $236M | Sell |
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|
2024
Q2 | $231M | Buy |
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|
2024
Q1 | $203M | Buy |
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|
2023
Q4 | $180M | Buy |
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|
2023
Q3 | $147M | Buy |
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|
2023
Q2 | $148M | Sell |
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|
2023
Q1 | $131M | Buy |
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|
2022
Q4 | $100M | Sell |
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|
2022
Q3 | $102M | Buy |
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|
2022
Q2 | $106M | Buy |
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|
2022
Q1 | $132M | Buy |
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|
2021
Q4 | $126M | Buy |
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|
2021
Q3 | $136M | Buy |
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|
2021
Q2 | $124M | Buy |
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|
2021
Q1 | $110M | Sell |
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|
2020
Q4 | $113M | Buy |
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|
2020
Q3 | $92.2M | Sell |
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|
2020
Q2 | $95.8M | Sell |
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|
2020
Q1 | $68.3M | Buy |
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|
2019
Q4 | $81.7M | Sell |
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|
2019
Q3 | $70.2M | Buy |
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|
2019
Q2 | $66.7M | Buy |
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|
2019
Q1 | $63.8M | Buy |
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|
2018
Q4 | $54.2M | Sell |
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|
2018
Q3 | $68.4M | Buy |
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|
2018
Q2 | $62.6M | Buy |
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|
2018
Q1 | $57.9M | Buy |
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|
2017
Q4 | $56.8M | Buy |
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|
2017
Q3 | $43.9M | Buy |
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|
2017
Q2 | $34.2M | Buy |
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|
2017
Q1 | $32.4M | Buy |
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|
2016
Q4 | $29.4M | Buy |
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|
2016
Q3 | $29.5M | Buy |
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|
2016
Q2 | $27.9M | Buy |
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|
2016
Q1 | $27.4M | Buy |
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|
2015
Q4 | $27M | Sell |
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|
2015
Q3 | $26.3M | Buy |
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|
2015
Q2 | $27.9M | Sell |
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|
2015
Q1 | $29.3M | Buy |
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|
2014
Q4 | $29.1M | Buy |
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|
2014
Q3 | $27.2M | Buy |
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|
2014
Q2 | $26.2M | Buy |
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|
2014
Q1 | $23.9M | Sell |
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|
2013
Q4 | $25.7M | Buy |
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|
2013
Q3 | $23M | Buy |
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|
2013
Q2 | $21M | Buy |
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