
Wealth Enhancement Advisory Services’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266M | Buy |
601,004
+1,640
| +0.3% | +$725K | 0.44% | 38 |
|
2025
Q1 | $222M | Buy |
599,364
+61,142
| +11% | +$22.7M | 0.43% | 39 |
|
2024
Q4 | $221M | Buy |
538,222
+3,325
| +0.6% | +$1.36M | 0.42% | 44 |
|
2024
Q3 | $205M | Buy |
534,897
+5,806
| +1% | +$2.23M | 0.44% | 39 |
|
2024
Q2 | $198M | Buy |
529,091
+31,080
| +6% | +$11.6M | 0.47% | 37 |
|
2024
Q1 | $171M | Sell |
498,011
-1,176
| -0.2% | -$405K | 0.44% | 41 |
|
2023
Q4 | $155M | Buy |
499,187
+8,845
| +2% | +$2.75M | 0.45% | 41 |
|
2023
Q3 | $134M | Buy |
490,342
+479,190
| +4,297% | +$130M | 0.44% | 45 |
|
2023
Q2 | $3.16M | Buy |
11,152
+2,177
| +24% | +$616K | 0.03% | 163 |
|
2023
Q1 | $2.24M | Sell |
8,975
-203,344
| -96% | -$50.7M | 0.03% | 203 |
|
2022
Q4 | $49.1M | Sell |
212,319
-14,859
| -7% | -$3.44M | 0.63% | 32 |
|
2022
Q3 | $49.2M | Buy |
227,178
+2,975
| +1% | +$644K | 0.7% | 30 |
|
2022
Q2 | $52.6M | Buy |
224,203
+9,413
| +4% | +$2.21M | 0.73% | 29 |
|
2022
Q1 | $63.1M | Buy |
214,790
+21,823
| +11% | +$6.41M | 0.85% | 26 |
|
2021
Q4 | $55.7M | Buy |
192,967
+3,771
| +2% | +$1.09M | 0.8% | 28 |
|
2021
Q3 | $58.6M | Sell |
189,196
-5,864
| -3% | -$1.82M | 0.86% | 27 |
|
2021
Q2 | $57M | Buy |
195,060
+31,561
| +19% | +$9.22M | 0.92% | 26 |
|
2021
Q1 | $43.5M | Buy |
163,499
+162,456
| +15,576% | +$43.3M | 0.79% | 29 |
|
2020
Q4 | $261K | Buy |
1,043
+2
| +0.2% | +$500 | 0.01% | 206 |
|
2020
Q3 | $251K | Buy |
1,041
+2
| +0.2% | +$482 | 0.01% | 200 |
|
2020
Q2 | $224K | Buy |
+1,039
| New | +$224K | 0.01% | 203 |
|