WA
Wealthstream Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
4,990
| – | – | 0.36% | 30 |
|
|
2025
Q1 | $1.85M | Hold |
4,990
| – | – | 0.35% | 30 |
|
|
2024
Q4 | $2.05M | Buy |
4,990
+88
| +2% | +$36.1K | 0.38% | 29 |
|
|
2024
Q3 | $1.88M | Hold |
4,902
| – | – | 0.34% | 25 |
|
|
2024
Q2 | $1.83M | Sell |
4,902
-146
| -3% | -$54.6K | 0.67% | 24 |
|
|
2024
Q1 | $1.74M | Buy |
5,048
+81
| +2% | +$27.9K | 0.66% | 23 |
|
|
2023
Q4 | $1.54M | Sell |
4,967
-3
| -0.1% | -$933 | 0.64% | 22 |
|
|
2023
Q3 | $1.35M | Hold |
4,970
| – | – | 0.7% | 20 |
|
|
2023
Q2 | $1.41M | Sell |
4,970
-188
| -4% | -$53.2K | 0.74% | 21 |
|
|
2023
Q1 | $1.29M | Sell |
5,158
-12
| -0.2% | -$2.99K | 0.77% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
5,170
+675
| +15% | +$144K | 0.72% | 23 |
|
|
2022
Q3 | $962K | Hold |
4,495
| – | – | 1.03% | 17 |
|
|
2022
Q2 | $1M | Buy |
4,495
+14
| +0.3% | +$3.12K | 1.01% | 17 |
|
|
2022
Q1 | $1.29M | Hold |
4,481
| – | – | 1.13% | 16 |
|
|
2021
Q4 | $1.44M | Buy |
+4,481
| New | +$1.44M | 1.23% | 16 |
|