Wescott Financial Advisory 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 | $6.25M | Sell |
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|
2025
Q1 | $6.09M | Sell |
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|
2024
Q4 | $7.37M | Sell |
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|
2024
Q3 | $7.41M | Sell |
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|
2024
Q2 | $7.53M | Sell |
|
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|
2024
Q1 | $7.06M | Sell |
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|
2023
Q4 | $6.59M | Sell |
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|
2023
Q3 | $6.02M | Sell |
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|
2023
Q2 | $6.5M | Sell |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $5.43M | Sell |
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|
2022
Q3 | $5.46M | Sell |
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|
2022
Q2 | $5.7M | Sell |
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|
2022
Q1 | $9.07M | Buy |
|