Wellspring 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
Q2 | $9.49M | Sell |
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|
2025
Q1 | $8.6M | Sell |
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|
2024
Q4 | $9.88M | Buy |
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|
2024
Q3 | $9.19M | Sell |
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|
2024
Q2 | $9.03M | Sell |
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|
2024
Q1 | $8.38M | Sell |
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|
2023
Q4 | $7.92M | Sell |
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|
2023
Q3 | $7.1M | Buy |
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|
2023
Q2 | $7.34M | Sell |
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|
2023
Q1 | $7.25M | Sell |
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|
2022
Q4 | $6.5M | Buy |
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|
2022
Q3 | $6.39M | Sell |
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|
2022
Q2 | $6.76M | Sell |
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|
2022
Q1 | $9.77M | Sell |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $9.49M | Sell |
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|
2021
Q1 | $5.52M | Sell |
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|
2020
Q4 | $9.15M | Buy |
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|
2020
Q3 | $8.08M | Buy |
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|
2020
Q2 | $7.17M | Buy |
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|
2020
Q1 | $5.52M | Buy |
|