West Oak Capital’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 | $5.03K | Hold |
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|
2025
Q2 | $4.59K | Hold |
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|
2025
Q1 | $3.89K | Hold |
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|
2024
Q4 | $4.3M | Hold |
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|
2024
Q3 | $4.02K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $269K | Hold |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $221K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $208K | Hold |
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|
2018
Q4 | $179K | Sell |
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|
2018
Q3 | $281K | Buy |
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|
2018
Q2 | $190K | Buy |
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|
2018
Q1 | $172K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $157K | Hold |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $144K | Hold |
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|
2016
Q4 | $132K | Sell |
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|
2016
Q3 | $136K | Hold |
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|
2016
Q2 | $130K | Hold |
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|
2016
Q1 | $129K | Hold |
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|
2015
Q4 | $129K | Hold |
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|
2015
Q3 | $122K | Hold |
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|
2015
Q2 | $130K | Buy |
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|
2015
Q1 | $124K | Hold |
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|
2014
Q4 | $124K | Hold |
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|
2014
Q3 | $119K | Hold |
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|
2014
Q2 | $118K | Buy |
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|
2014
Q1 | $98.2K | Hold |
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|
2013
Q4 | $97.7K | Hold |
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|
2013
Q3 | $88.8K | Hold |
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|
2013
Q2 | $82.1K | Buy |
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