Wells Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.98M | Sell |
|
|||||
|
2025
Q2 | $8.44M | Sell |
|
|||||
|
2025
Q1 | $7.62M | Buy |
|
|||||
|
2024
Q4 | $8.18M | Buy |
|
|||||
|
2024
Q3 | $7.63M | Sell |
|
|||||
|
2024
Q2 | $7.62M | Sell |
|
|||||
|
2024
Q1 | $7.22M | Buy |
|
|||||
|
2023
Q4 | $6.48M | Sell |
|
|||||
|
2023
Q3 | $5.73M | Buy |
|
|||||
|
2023
Q2 | $5.95M | Sell |
|
|||||
|
2023
Q1 | $5.28M | Sell |
|
|||||
|
2022
Q4 | $4.53M | Sell |
|
|||||
|
2022
Q3 | $4.86M | Sell |
|
|||||
|
2022
Q2 | $5.59M | Sell |
|
|||||
|
2022
Q1 | $7.21M | Buy |
|
|||||
|
2021
Q4 | $8.04M | Sell |
|
|||||
|
2021
Q3 | $7.42M | Buy |
|
|||||
|
2021
Q2 | $7.32M | Sell |
|
|||||
|
2021
Q1 | $6.65M | Sell |
|
|||||
|
2020
Q4 | $6.57M | Buy |
|