Wells Trecaso Financial Group’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
Q2 | $388K | Buy |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $574K | Hold |
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|
2020
Q4 | $566K | Sell |
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|
2020
Q3 | $1.07M | Hold |
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|
2020
Q2 | $952K | Buy |
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|
2020
Q1 | $735K | Buy |
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|
2019
Q4 | $838K | Buy |
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|
2019
Q3 | $760K | Hold |
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|
2019
Q2 | $747K | Buy |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $603K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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