West 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 | $2.68M | Sell |
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|
2025
Q2 | $2.46M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $889K | Buy |
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|
2021
Q1 | $790K | Hold |
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|
2020
Q4 | $779K | Buy |
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