Wealthcare Advisory Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
35,128
+7,476
| +27% | +$3.28M | 0.35% | 58 |
|
|
2025
Q1 | $10.3M | Sell |
27,652
-431
| -2% | -$160K | 0.28% | 74 |
|
|
2024
Q4 | $11.5M | Buy |
28,083
+1,252
| +5% | +$514K | 0.32% | 62 |
|
|
2024
Q3 | $10.3M | Buy |
26,831
+7,059
| +36% | +$2.71M | 0.29% | 67 |
|
|
2024
Q2 | $7.39M | Buy |
19,772
+1,568
| +9% | +$586K | 0.23% | 78 |
|
|
2024
Q1 | $6.27M | Buy |
18,204
+1,005
| +6% | +$346K | 0.21% | 88 |
|
|
2023
Q4 | $5.35M | Buy |
17,199
+2,800
| +19% | +$870K | 0.21% | 83 |
|
|
2023
Q3 | $3.92M | Buy |
14,399
+166
| +1% | +$45.2K | 0.18% | 98 |
|
|
2023
Q2 | $4.03M | Sell |
14,233
-814
| -5% | -$230K | 0.18% | 100 |
|
|
2023
Q1 | $3.75M | Buy |
15,047
+2,589
| +21% | +$646K | 0.16% | 106 |
|
|
2022
Q4 | $2.65M | Sell |
12,458
-902
| -7% | -$192K | 0.13% | 135 |
|
|
2022
Q3 | $2.86M | Buy |
13,360
+4,888
| +58% | +$1.05M | 0.16% | 112 |
|
|
2022
Q2 | $1.89M | Buy |
8,472
+1,540
| +22% | +$343K | 0.11% | 125 |
|
|
2022
Q1 | $1.99M | Sell |
6,932
-41
| -0.6% | -$11.8K | 0.12% | 99 |
|
|
2021
Q4 | $2.24M | Buy |
6,973
+1,222
| +21% | +$392K | 0.13% | 98 |
|
|
2021
Q3 | $1.67M | Sell |
5,751
-94
| -2% | -$27.3K | 0.11% | 121 |
|
|
2021
Q2 | $1.68M | Buy |
5,845
+1,396
| +31% | +$400K | 0.11% | 117 |
|
|
2021
Q1 | $1.14M | Buy |
4,449
+128
| +3% | +$32.9K | 0.08% | 160 |
|
|
2020
Q4 | $1.1M | Buy |
4,321
+2,724
| +171% | +$690K | 0.1% | 134 |
|
|
2020
Q3 | $364K | Sell |
1,597
-129
| -7% | -$29.4K | 0.04% | 251 |
|
|
2020
Q2 | $349K | Sell |
1,726
-1,022
| -37% | -$207K | 0.04% | 221 |
|
|
2020
Q1 | $431K | Buy |
2,748
+1,621
| +144% | +$254K | 0.06% | 171 |
|
|
2019
Q4 | $205K | Buy |
1,127
+463
| +70% | +$84.2K | 0.03% | 297 |
|
|
2019
Q3 | $110K | Buy |
664
+120
| +22% | +$19.9K | 0.02% | 361 |
|
|
2019
Q2 | $89K | Buy |
544
+26
| +5% | +$4.25K | 0.01% | 403 |
|
|
2019
Q1 | $81K | Hold |
518
| – | – | 0.01% | 378 |
|
|
2018
Q4 | $70K | Buy |
518
+83
| +19% | +$11.2K | 0.01% | 371 |
|
|
2018
Q3 | $70K | Hold |
435
| – | – | 0.01% | 403 |
|
|
2018
Q2 | $65K | Sell |
435
-143
| -25% | -$21.4K | 0.01% | 416 |
|
|
2018
Q1 | $82K | Sell |
578
-44
| -7% | -$6.24K | 0.02% | 315 |
|
|
2017
Q4 | $88K | Sell |
622
-13
| -2% | -$1.84K | 0.02% | 283 |
|
|
2017
Q3 | $84K | Buy |
635
+354
| +126% | +$46.8K | 0.03% | 238 |
|
|
2017
Q2 | $36K | Buy |
281
+1
| +0.4% | +$128 | 0.02% | 53 |
|
|
2017
Q1 | $34K | Buy |
280
+1
| +0.4% | +$121 | 0.02% | 50 |
|
|
2016
Q4 | $31K | Buy |
279
+1
| +0.4% | +$111 | 0.02% | 53 |
|
|
2016
Q3 | $31K | Buy |
278
+1
| +0.4% | +$112 | 0.02% | 42 |
|
|
2016
Q2 | $30K | Buy |
+277
| New | +$30K | 0.02% | 59 |
|