WFA
West Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
5,613
+382
| +7% | +$167K | 0.43% | 26 |
|
|
2025
Q1 | $1.94M | Sell |
5,231
-239
| -4% | -$88.6K | 0.37% | 26 |
|
|
2024
Q4 | $2.24M | Buy |
5,470
+305
| +6% | +$125K | 0.43% | 26 |
|
|
2024
Q3 | $1.98M | Sell |
5,165
-24
| -0.5% | -$9.22K | 0.38% | 27 |
|
|
2024
Q2 | $1.94M | Buy |
5,189
+84
| +2% | +$31.4K | 0.4% | 28 |
|
|
2024
Q1 | $1.76M | Sell |
5,105
-688
| -12% | -$237K | 0.38% | 28 |
|
|
2023
Q4 | $1.8M | Buy |
5,793
+320
| +6% | +$99.5K | 0.41% | 27 |
|
|
2023
Q3 | $1.49M | Hold |
5,473
| – | – | 0.37% | 25 |
|
|
2023
Q2 | $1.55M | Buy |
5,473
+164
| +3% | +$46.4K | 0.38% | 25 |
|
|
2023
Q1 | $1.32M | Sell |
5,309
-449
| -8% | -$112K | 0.35% | 28 |
|
|
2022
Q4 | $1.23M | Sell |
5,758
-1,528
| -21% | -$326K | 0.34% | 27 |
|
|
2022
Q3 | $1.56M | Buy |
7,286
+125
| +2% | +$26.7K | 0.47% | 24 |
|
|
2022
Q2 | $1.6M | Buy |
7,161
+122
| +2% | +$27.2K | 0.46% | 22 |
|
|
2022
Q1 | $2.02M | Buy |
7,039
+2,780
| +65% | +$799K | 0.53% | 20 |
|
|
2021
Q4 | $1.37M | Buy |
4,259
+335
| +9% | +$108K | 0.37% | 19 |
|
|
2021
Q3 | $1.14M | Buy |
3,924
+825
| +27% | +$239K | 0.33% | 22 |
|
|
2021
Q2 | $889K | Buy |
3,099
+25
| +0.8% | +$7.17K | 0.27% | 23 |
|
|
2021
Q1 | $790K | Hold |
3,074
| – | – | 0.26% | 25 |
|
|
2020
Q4 | $779K | Buy |
+3,074
| New | +$779K | 0.28% | 21 |
|