WANY
Wealthspire Advisors (New York)’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393M | Sell |
896,976
-22,580
| -2% | -$9.9M | 2.21% | 11 |
|
|
2025
Q1 | $341M | Buy |
919,556
+463,025
| +101% | +$172M | 2.04% | 11 |
|
|
2024
Q4 | $187M | Buy |
456,531
+110,806
| +32% | +$45.5M | 1.86% | 13 |
|
|
2024
Q3 | $133M | Buy |
345,725
+23,073
| +7% | +$8.86M | 1.35% | 16 |
|
|
2024
Q2 | $121M | Buy |
322,652
+11,885
| +4% | +$4.45M | 1.55% | 14 |
|
|
2024
Q1 | $107M | Sell |
310,767
-2,398
| -0.8% | -$825K | 1.43% | 14 |
|
|
2023
Q4 | $97.4M | Sell |
313,165
-5,668
| -2% | -$1.76M | 1.38% | 15 |
|
|
2023
Q3 | $86.8M | Buy |
318,833
+34,569
| +12% | +$9.41M | 1.43% | 15 |
|
|
2023
Q2 | $80.4M | Buy |
284,264
+15,204
| +6% | +$4.3M | 1.31% | 15 |
|
|
2023
Q1 | $67.1M | Sell |
269,060
-97,339
| -27% | -$24.3M | 1.15% | 17 |
|
|
2022
Q4 | $78.1M | Buy |
366,399
+188,240
| +106% | +$40.1M | 1.42% | 14 |
|
|
2022
Q3 | $38.1M | Buy |
178,159
+94,944
| +114% | +$20.3M | 0.8% | 26 |
|
|
2022
Q2 | $18.5M | Buy |
83,215
+18,389
| +28% | +$4.1M | 0.39% | 43 |
|
|
2022
Q1 | $18.6M | Buy |
64,826
+14,260
| +28% | +$4.1M | 0.42% | 35 |
|
|
2021
Q4 | $16.2M | Sell |
50,566
-1,138
| -2% | -$365K | 0.36% | 36 |
|
|
2021
Q3 | $15M | Buy |
51,704
+717
| +1% | +$208K | 0.31% | 43 |
|
|
2021
Q2 | $14.6M | Sell |
50,987
-1,958
| -4% | -$562K | 0.38% | 33 |
|
|
2021
Q1 | $13.6M | Buy |
52,945
+2,103
| +4% | +$541K | 0.32% | 39 |
|
|
2020
Q4 | $12.9M | Buy |
50,842
+28,353
| +126% | +$7.18M | 0.38% | 36 |
|
|
2020
Q3 | $5.12M | Buy |
22,489
+2,422
| +12% | +$551K | 0.3% | 40 |
|
|
2020
Q2 | $4.06M | Sell |
20,067
-7,217
| -26% | -$1.46M | 0.28% | 39 |
|
|
2020
Q1 | $4.28M | Buy |
+27,284
| New | +$4.28M | 0.18% | 71 |
|