WESPAC Advisors SoCal’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 | $2.4M | Buy |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $5.05M | Sell |
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|
2024
Q2 | $5.58M | Sell |
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|
2024
Q1 | $5.58M | Buy |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $4.04M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $3.02M | Sell |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.22M | Sell |
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|
2022
Q1 | $4.26M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $4.42M | Buy |
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|
2021
Q1 | $3.6M | Buy |
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|
2020
Q4 | $3.42M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.47M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $15K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $14K | Sell |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $24.3K | Hold |
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|
2016
Q4 | $22.3K | Hold |
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|
2016
Q3 | $22.5K | Sell |
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|
2016
Q2 | $62.2K | Hold |
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|
2016
Q1 | $61.7K | Buy |
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