Wealth Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
14,358
+558
| +4% | +$43.4K | 0.09% | 97 |
|
|
2025
Q4 | $1.12M | Buy |
13,800
+24
| +0.2% | +$1.95K | 0.1% | 89 |
|
|
2025
Q3 | $1.1M | Buy |
13,776
+108
| +0.8% | +$8.25K | 0.1% | 89 |
|
|
2025
Q2 | $999K | Sell |
13,668
-5,802
| -30% | -$382K | 0.1% | 94 |
|
|
2025
Q1 | $1.2M | Hold |
19,470
| – | – | 0.13% | 81 |
|
|
2024
Q4 | $1.33M | Hold |
19,470
| – | – | 0.15% | 69 |
|
|
2024
Q3 | $1.25M | Buy |
19,470
+5,952
| +44% | +$369K | 0.14% | 70 |
|
|
2024
Q2 | $843K | Buy |
13,518
+12
| +0.1% | +$700 | 0.1% | 87 |
|
|
2024
Q1 | $775K | Buy |
13,506
+6
| +0% | +$330 | 0.1% | 91 |
|
|
2023
Q4 | $699K | Hold |
13,500
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $613K | Hold |
13,500
| – | – | 0.1% | 92 |
|
|
2023
Q2 | $637K | Hold |
13,500
| – | – | 0.11% | 86 |
|
|
2023
Q1 | $561K | Hold |
13,500
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $479K | Sell |
13,500
-3,852
| -22% | -$142K | 0.09% | 102 |
|
|
2022
Q3 | $619K | Buy |
17,352
+1,878
| +12% | +$75.5K | 0.13% | 73 |
|
|
2022
Q2 | $575K | Hold |
15,474
| – | – | 0.11% | 85 |
|
|
2022
Q1 | $742K | Sell |
15,474
-13,470
| -47% | -$637K | 0.13% | 73 |
|
|
2021
Q4 | $1.55M | Buy |
28,944
+42
| +0.1% | +$2.19K | 0.27% | 41 |
|
|
2021
Q3 | $1.4M | Buy |
28,902
+798
| +3% | +$39.7K | 0.27% | 43 |
|
|
2021
Q2 | $1.34M | Buy |
28,104
+1,884
| +7% | +$85.5K | 0.26% | 40 |
|
|
2021
Q1 | $1.12M | Hold |
26,220
| – | – | 0.24% | 42 |
|
|
2020
Q4 | $1.11M | Hold |
26,220
| – | – | 0.26% | 39 |
|
|
2020
Q3 | $995K | Sell |
26,220
-2,700
| -9% | -$99.7K | 0.27% | 37 |
|
|
2020
Q2 | $974K | Sell |
28,920
-1,080
| -4% | -$33.2K | 0.27% | 39 |
|
|
2020
Q1 | $783K | Hold |
30,000
| – | – | 0.27% | 40 |
|
|
2019
Q4 | $911K | Hold |
30,000
| – | – | 0.25% | 40 |
|
|
2019
Q3 | $831K | Hold |
30,000
| – | – | 0.25% | 40 |
|
|
2019
Q2 | $817K | Hold |
30,000
| – | – | 0.25% | 42 |
|
|
2019
Q1 | $782K | Hold |
30,000
| – | – | 0.24% | 42 |
|
|
2018
Q4 | $672K | Sell |
30,000
-4,650
| -13% | -$113K | 0.24% | 44 |
|
|
2018
Q3 | $930K | Hold |
34,650
| – | – | 0.29% | 37 |
|
|
2018
Q2 | $865K | Sell |
34,650
-12,750
| -27% | -$313K | 0.28% | 37 |
|
|
2018
Q1 | $1.12M | Buy |
47,400
+8,490
| +22% | +$207K | 0.37% | 29 |
|
|
2017
Q4 | $912K | Sell |
38,910
-2,100
| -5% | -$48.2K | 0.3% | 35 |
|
|
2017
Q3 | $907K | Hold |
41,010
| – | – | 0.32% | 34 |
|
|
2017
Q2 | $868K | Hold |
41,010
| – | – | 0.32% | 35 |
|
|
2017
Q1 | $832K | Hold |
41,010
| – | – | 0.33% | 34 |
|
|
2016
Q4 | $762K | Sell |
41,010
-15,486
| -27% | -$286K | 0.34% | 38 |
|
|
2016
Q3 | $1.06M | Hold |
56,496
| – | – | 0.49% | 27 |
|
|
2016
Q2 | $1.01M | Hold |
56,496
| – | – | 0.49% | 27 |
|
|
2016
Q1 | $1M | Sell |
56,496
-12,918
| -19% | -$217K | 0.5% | 28 |
|
|
2015
Q4 | $1.23M | Sell |
69,414
-17,400
| -20% | -$312K | 0.61% | 20 |
|
|
2015
Q3 | $1.45M | Buy |
86,814
+33,600
| +63% | +$596K | 0.78% | 18 |
|
|
2015
Q2 | $949K | Buy |
53,214
+5,508
| +12% | +$100K | 0.51% | 25 |
|
|
2015
Q1 | $832K | Hold |
47,706
| – | – | 0.48% | 27 |
|
|
2014
Q4 | $830K | Buy |
+47,706
| New | +$811K | 0.49% | 27 |
|
Other funds holding VUG
EWA
