WA
Wealth Architects’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
2,278
-967
| -30% | -$424K | 0.1% | 94 |
|
|
2025
Q1 | $1.2M | Hold |
3,245
| – | – | 0.13% | 81 |
|
|
2024
Q4 | $1.33M | Hold |
3,245
| – | – | 0.15% | 69 |
|
|
2024
Q3 | $1.25M | Buy |
3,245
+992
| +44% | +$381K | 0.14% | 70 |
|
|
2024
Q2 | $843K | Buy |
2,253
+2
| +0.1% | +$748 | 0.1% | 87 |
|
|
2024
Q1 | $775K | Buy |
2,251
+1
| +0% | +$344 | 0.1% | 91 |
|
|
2023
Q4 | $699K | Hold |
2,250
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $613K | Hold |
2,250
| – | – | 0.1% | 92 |
|
|
2023
Q2 | $637K | Hold |
2,250
| – | – | 0.11% | 86 |
|
|
2023
Q1 | $561K | Hold |
2,250
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $479K | Sell |
2,250
-642
| -22% | -$137K | 0.09% | 102 |
|
|
2022
Q3 | $619K | Buy |
2,892
+313
| +12% | +$67K | 0.13% | 73 |
|
|
2022
Q2 | $575K | Hold |
2,579
| – | – | 0.11% | 85 |
|
|
2022
Q1 | $742K | Sell |
2,579
-2,245
| -47% | -$646K | 0.13% | 73 |
|
|
2021
Q4 | $1.55M | Buy |
4,824
+7
| +0.1% | +$2.25K | 0.27% | 41 |
|
|
2021
Q3 | $1.4M | Buy |
4,817
+133
| +3% | +$38.6K | 0.27% | 43 |
|
|
2021
Q2 | $1.34M | Buy |
4,684
+314
| +7% | +$90K | 0.26% | 40 |
|
|
2021
Q1 | $1.12M | Hold |
4,370
| – | – | 0.24% | 42 |
|
|
2020
Q4 | $1.11M | Hold |
4,370
| – | – | 0.26% | 39 |
|
|
2020
Q3 | $995K | Sell |
4,370
-450
| -9% | -$102K | 0.27% | 37 |
|
|
2020
Q2 | $974K | Sell |
4,820
-180
| -4% | -$36.4K | 0.27% | 39 |
|
|
2020
Q1 | $783K | Hold |
5,000
| – | – | 0.27% | 40 |
|
|
2019
Q4 | $911K | Hold |
5,000
| – | – | 0.25% | 40 |
|
|
2019
Q3 | $831K | Hold |
5,000
| – | – | 0.25% | 40 |
|
|
2019
Q2 | $817K | Hold |
5,000
| – | – | 0.25% | 42 |
|
|
2019
Q1 | $782K | Hold |
5,000
| – | – | 0.24% | 42 |
|
|
2018
Q4 | $672K | Sell |
5,000
-775
| -13% | -$104K | 0.24% | 44 |
|
|
2018
Q3 | $930K | Hold |
5,775
| – | – | 0.29% | 37 |
|
|
2018
Q2 | $865K | Sell |
5,775
-2,125
| -27% | -$318K | 0.28% | 37 |
|
|
2018
Q1 | $1.12M | Buy |
7,900
+1,415
| +22% | +$201K | 0.37% | 29 |
|
|
2017
Q4 | $912K | Sell |
6,485
-350
| -5% | -$49.2K | 0.3% | 35 |
|
|
2017
Q3 | $907K | Hold |
6,835
| – | – | 0.32% | 34 |
|
|
2017
Q2 | $868K | Hold |
6,835
| – | – | 0.32% | 35 |
|
|
2017
Q1 | $832K | Hold |
6,835
| – | – | 0.33% | 34 |
|
|
2016
Q4 | $762K | Sell |
6,835
-2,581
| -27% | -$288K | 0.34% | 38 |
|
|
2016
Q3 | $1.06M | Hold |
9,416
| – | – | 0.49% | 27 |
|
|
2016
Q2 | $1.01M | Hold |
9,416
| – | – | 0.49% | 27 |
|
|
2016
Q1 | $1M | Sell |
9,416
-2,153
| -19% | -$229K | 0.5% | 28 |
|
|
2015
Q4 | $1.23M | Sell |
11,569
-2,900
| -20% | -$309K | 0.61% | 20 |
|
|
2015
Q3 | $1.45M | Buy |
14,469
+5,600
| +63% | +$562K | 0.78% | 18 |
|
|
2015
Q2 | $949K | Buy |
8,869
+918
| +12% | +$98.2K | 0.51% | 25 |
|
|
2015
Q1 | $832K | Hold |
7,951
| – | – | 0.48% | 27 |
|
|
2014
Q4 | $830K | Buy |
+7,951
| New | +$830K | 0.49% | 27 |
|