WBH Advisory’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
Q3 | $4.65M | Buy |
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|
2025
Q2 | $4.16M | Buy |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $2.78M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $913K | Buy |
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|
2023
Q3 | $777K | Buy |
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|
2023
Q2 | $757K | Buy |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $613K | Hold |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $505K | Buy |
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|
2020
Q3 | $383K | Buy |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $245 | Buy |
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|
2019
Q4 | $285K | Buy |
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